Independent Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Independent Family Office’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 Q2	$5.73M	Sell	24,196 -551	-2%	-$127K	2.3%	13
2026 Q1	$5.32M	Hold	24,747	–	–	2.19%	13
2025 Q4	$5.44M	Hold	24,747	–	–	2.27%	13
2025 Q3	$5.34M	Sell	24,747 -750	-3%	-$157K	2.26%	13
2025 Q2	$5.22M	Sell	25,497 -500	-2%	-$96.9K	2.42%	11
2025 Q1	$5.04M	Sell	25,997 -300	-1%	-$59.7K	2.65%	10
2024 Q4	$5.15M	Sell	26,297 -3,845	-13%	-$768K	2.68%	10
2024 Q3	$5.94M	Buy	30,142 +2,164	+8%	+$412K	2.98%	9
2024 Q2	$5.11M	Buy	27,978 +3,730	+15%	+$671K	2.91%	10
2024 Q1	$4.43M	Hold	24,248	–	–	2.38%	10
2023 Q4	$4.13M	Hold	24,248	–	–	2.34%	11
2023 Q3	$3.77M	Sell	24,248 -109	-0.4%	-$17.7K	2.35%	11
2023 Q2	$3.96M	Hold	24,357	–	–	2.4%	11
2023 Q1	$3.75M	Buy	24,357 +335	+1%	+$51.3K	2.16%	13
2022 Q4	$3.65M	Buy	24,022 +510	+2%	+$76K	2.19%	13
2022 Q3	$3.18M	Sell	23,512 -957	-4%	-$142K	1.57%	13
2022 Q2	$3.51K	Buy	24,469 +820	+3%	+$125K	1.73%	9
2022 Q1	$4.42M	Buy	23,649 +2,046	+9%	+$330K	1.45%	12
2021 Q4	$3.71M	Buy	21,603 +500	+2%	+$82.4K	1.4%	11
2021 Q3	$3.24M	Hold	21,103	–	–	1.33%	12
2021 Q2	$3.27M	Buy	21,103 +853	+4%	+$131K	1.27%	12
2021 Q1	$3.1M	Sell	20,250 -3,802	-16%	-$541K	1.22%	13
2020 Q4	$3.4M	Hold	24,052	–	–	1.42%	13
2020 Q3	$3.1M	Hold	24,052	–	–	1.47%	12
2020 Q2	$2.82M	Hold	24,052	–	–	1.46%	11
2020 Q1	$2.49M	Hold	24,052	–	–	1.55%	13
2019 Q4	$3M	Buy	+24,052	New	+$2.91M	1.88%	10

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Family Office's VIG Position: Q2 2026 in Review

Independent Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, selling an estimated $127K and leaving 24,196 shares worth $5.73M. The position accounts for 2.3% of the portfolio, ranked #13.

Independent Family Office first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.94M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Independent Family Office held 24,196 shares of Vanguard Dividend Appreciation ETF worth $5.73M as of Q2 2026.
Independent Family Office sold 551 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $127K.
Vanguard Dividend Appreciation ETF made up 2.3% of Independent Family Office's portfolio in Q2 2026, its #13 holding.
Independent Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's Vanguard Dividend Appreciation ETF position peaked at $5.94M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.