Index Fund Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Index Fund 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	$880K	Buy	3,719 +2,071	+126%	+$476K	0.03%	73
2026 Q1	$354K	Sell	1,648 -320	-16%	-$71.3K	0.02%	97
2025 Q4	$433K	Hold	1,968	–	–	0.02%	99
2025 Q3	$425K	Hold	1,968	–	–	0.02%	96
2025 Q2	$403K	Hold	1,968	–	–	0.02%	99
2025 Q1	$382K	Sell	1,968 -30	-2%	-$5.96K	0.02%	60
2024 Q4	$391K	Hold	1,998	–	–	0.02%	70
2024 Q3	$396K	Buy	+1,998	New	+$380K	0.02%	69
2023 Q1	–	Sell	-8,447	Closed	-$1.28M	–	94
2022 Q4	$1.28M	Buy	+8,447	New	+$1.26M	0.09%	22

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

Index Fund Advisors's VIG Position: Q2 2026 in Review

Index Fund Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 126% in Q2 2026, buying an estimated $476K and bringing the position to 3,719 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #73.

Index Fund Advisors first reported a position in VIG in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.28M in Q4 2022. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Index Fund Advisors held 3,719 shares of Vanguard Dividend Appreciation ETF worth $880K as of Q2 2026.
Index Fund Advisors bought 2,071 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $476K.
Vanguard Dividend Appreciation ETF made up 0.03% of Index Fund Advisors's portfolio in Q2 2026, its #73 holding.
Index Fund Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 9 quarters since.
Index Fund Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.28M in Q4 2022.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.