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Independent Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Independent Wealth Advisors’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 		– Sell
-1,328
Closed -$286K – 79
2026
Q1 		$286K Buy
1,328
+14
+1% +$3.12K 0.28% 61
2025
Q4 		$289K Buy
+1,314
New +$287K 0.3% 54

Other funds holding VIG

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

Independent Wealth Advisors's VIG Position: Q2 2026 in Review

Independent Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1,328 shares — an estimated $286K sold.

Independent Wealth Advisors first reported a position in VIG in Q4 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Independent Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Wealth Advisors sold 1,328 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $286K.
  • Independent Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 2 quarters.
  • Independent Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $289K in Q4 2025.
  • 2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.