Independent Advisor Alliance’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Independent Advisor Alliance’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83.6M	Buy	388,720 +384,253	+8,602%	+$85.7M	0.9%	15
2025 Q4	$982K	Buy	4,467 +61	+1%	+$13.3K	0.02%	475
2025 Q3	$951K	Buy	4,406 +98	+2%	+$20.6K	0.02%	454
2025 Q2	$882K	Buy	4,308 +1,709	+66%	+$331K	0.03%	441
2025 Q1	$504K	Sell	2,599 -395,002	-99%	-$78.5M	0.02%	523
2024 Q4	$77.9M	Buy	397,601 +395,618	+19,950%	+$79M	1.03%	15
2024 Q3	$393K	Sell	1,983 -2,018	-50%	-$384K	0.01%	506
2024 Q2	$730K	Sell	4,001 -1,756	-31%	-$316K	0.03%	385
2024 Q1	$1.05M	Sell	5,757 -5,815	-50%	-$1.02M	0.04%	310
2023 Q4	$1.89M	Buy	11,572 +5,809	+101%	+$935K	0.07%	216
2023 Q3	$896K	Sell	5,763 -1,258	-18%	-$204K	0.04%	310
2023 Q2	$1.14M	Sell	7,021 -1,651	-19%	-$259K	0.05%	283
2023 Q1	$1.34M	Sell	8,672 -2,476	-22%	-$379K	0.06%	250
2022 Q4	$1.69M	Buy	11,148 +2,214	+25%	+$330K	0.58%	31
2022 Q3	$1.21M	Buy	8,934 +5,216	+140%	+$776K	0.07%	232
2022 Q2	$533K	Sell	3,718 -102	-3%	-$15.5K	0.03%	359
2022 Q1	$619K	Hold	3,820	–	–	0.03%	354
2021 Q4	$656K	Hold	3,820	–	–	0.03%	335
2021 Q3	$587K	Buy	3,820 +704	+23%	+$112K	0.03%	343
2021 Q2	$482K	Sell	3,116 -88	-3%	-$13.5K	0.03%	400
2021 Q1	$471K	Sell	3,204 -218	-6%	-$31K	0.03%	387
2020 Q4	$483K	Hold	3,422	–	–	0.03%	352
2020 Q3	$437K	Sell	3,422 -88	-3%	-$11.1K	0.03%	323
2020 Q2	$436K	Sell	3,510 -278	-7%	-$31.6K	0.05%	294
2020 Q1	$392K	Sell	3,788 -217,356	-98%	-$25.9M	0.06%	241
2019 Q4	$27.6M	Buy	221,144 +217,542	+6,039%	+$26.3M	1.2%	10
2019 Q3	$434K	Buy	+3,602	New	+$425K	0.05%	269
2019 Q1	–	Sell	-3,457	Closed	-$362K	–	472
2018 Q4	$362K	Buy	+3,457	New	+$361K	0.06%	252
2017 Q2	–	Sell	-47,784	Closed	-$4.27M	–	403
2017 Q1	$4.27M	Buy	+47,784	New	+$4.23M	0.68%	37

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's VIG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8,602% in Q1 2026, buying an estimated $85.7M and bringing the position to 388,720 shares worth $83.6M. The position accounts for 0.9% of the portfolio, ranked #15.

Independent Advisor Alliance first reported a position in VIG in Q1 2017 and has held it in 29 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Independent Advisor Alliance held 388,720 shares of Vanguard Dividend Appreciation ETF worth $83.6M as of Q1 2026.
Independent Advisor Alliance bought 384,253 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $85.7M.
Vanguard Dividend Appreciation ETF made up 0.9% of Independent Advisor Alliance's portfolio in Q1 2026, its #15 holding.
Independent Advisor Alliance first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 29 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.