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

Independent Wealth Network’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	$1.19M	Buy	5,040 +71	+1%	+$16.3K	0.3%	89
2026 Q1	$1.07M	Buy	4,969 +135	+3%	+$30.1K	0.32%	91
2025 Q4	$1.06M	Sell	4,834 -125	-3%	-$27.3K	0.32%	77
2025 Q3	$1.07M	Buy	4,959 +13	+0.3%	+$2.73K	0.34%	72
2025 Q2	$1.01M	Buy	4,946 +40	+0.8%	+$7.75K	0.37%	73
2025 Q1	$952K	Sell	4,906 -120	-2%	-$23.9K	0.38%	71
2024 Q4	$984K	Sell	5,026 -50	-1%	-$9.98K	0.4%	64
2024 Q3	$1.01M	Sell	5,076 -44	-0.9%	-$8.38K	0.44%	56
2024 Q2	$935K	Sell	5,120 -13	-0.3%	-$2.34K	0.44%	60
2024 Q1	$937K	Buy	5,133 +423	+9%	+$74.3K	0.44%	57
2023 Q4	$803K	Buy	4,710 +216	+5%	+$34.8K	0.42%	61
2023 Q3	$698K	Buy	4,494 +50	+1%	+$8.11K	0.43%	59
2023 Q2	$722K	Sell	4,444 -116	-3%	-$18.2K	0.43%	61
2023 Q1	$702K	Buy	4,560 +15	+0.3%	+$2.3K	0.45%	52
2022 Q4	$690K	Sell	4,545 -25	-0.5%	-$3.73K	0.47%	48
2022 Q3	$618K	Buy	4,570 +30	+0.7%	+$4.46K	0.48%	50
2022 Q2	$651K	Sell	4,540 -319	-7%	-$48.6K	0.47%	52
2022 Q1	$788K	Sell	4,859 -1,129	-19%	-$182K	0.5%	49
2021 Q4	$1.03M	Buy	5,988 +207	+4%	+$34.1K	0.63%	38
2021 Q3	$958K	Buy	+5,781	New	+$921K	0.63%	39

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 Wealth Network's VIG Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, buying an estimated $16.3K and bringing the position to 5,040 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #89.

Independent Wealth Network first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Independent Wealth Network held 5,040 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q2 2026.
Independent Wealth Network bought 71 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.3K.
Vanguard Dividend Appreciation ETF made up 0.3% of Independent Wealth Network's portfolio in Q2 2026, its #89 holding.
Independent Wealth Network first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.