IFG
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Independent Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Independent Financial Group’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 		$10.1M Buy
42,697
+965
+2% +$222K 0.19% 104
2026
Q1 		$8.97M Buy
41,732
+661
+2% +$147K 0.2% 99
2025
Q4 		$9.03M Sell
41,071
-43
-0.1% -$9.39K 0.2% 98
2025
Q3 		$8.87M Buy
41,114
+422
+1% +$88.6K 0.21% 84
2025
Q2 		$8.33M Buy
40,692
+657
+2% +$127K 0.23% 78
2025
Q1 		$7.77M Sell
40,035
-1,564
-4% -$311K 0.27% 67
2024
Q4 		$8.15M Buy
41,599
+246
+0.6% +$49.1K 0.27% 60
2024
Q3 		$8.19M Buy
41,353
+1,259
+3% +$240K 0.3% 60
2024
Q2 		$7.32M Buy
40,094
+3,905
+11% +$703K 0.29% 61
2024
Q1 		$6.61M Sell
36,189
-129
-0.4% -$22.7K 0.3% 70
2023
Q4 		$6.19M Buy
36,318
+583
+2% +$93.8K 0.33% 59
2023
Q3 		$5.55M Buy
35,735
+4,907
+16% +$795K 0.36% 50
2023
Q2 		$5.01M Buy
30,828
+1,413
+5% +$221K 0.35% 53
2023
Q1 		$4.53M Buy
29,415
+2,325
+9% +$356K 0.36% 50
2022
Q4 		$4.11M Sell
27,090
-308
-1% -$45.9K 0.35% 48
2022
Q3 		$3.7M Buy
27,398
+887
+3% +$132K 0.34% 50
2022
Q2 		$3.8M Buy
26,511
+2,138
+9% +$325K 0.41% 42
2022
Q1 		$3.95M Buy
24,373
+218
+0.9% +$35.2K 0.32% 52
2021
Q4 		$4.15M Buy
24,155
+2,432
+11% +$401K 0.34% 45
2021
Q3 		$3.34M Sell
21,723
-374
-2% -$59.6K 0.34% 60
2021
Q2 		$3.42M Sell
22,097
-347
-2% -$53.3K 0.36% 51
2021
Q1 		$3.3M Buy
22,444
+517
+2% +$73.5K 0.43% 44
2020
Q4 		$3.1M Sell
21,927
-2,570
-10% -$348K 0.46% 37
2020
Q3 		$3.15M Buy
24,497
+1,761
+8% +$222K 0.59% 26
2020
Q2 		$2.66M Buy
22,736
+1,159
+5% +$132K 0.59% 28
2020
Q1 		$2.23M Buy
+21,577
New +$2.57M 0.66% 26

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's VIG Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q2 2026, buying an estimated $222K and bringing the position to 42,697 shares worth $10.1M. The position accounts for 0.19% of the portfolio, ranked #104.

Independent Financial Group first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. 2,517 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Independent Financial Group held 42,697 shares of Vanguard Dividend Appreciation ETF worth $10.1M as of Q2 2026.
  • Independent Financial Group bought 965 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Independent Financial Group's portfolio in Q2 2026, its #104 holding.
  • Independent Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.