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Insight Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Insight 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
Q1 		$1.08M Sell
5,041
-2,638
-34% -$588K 0.21% 74
2025
Q4 		$1.69M Sell
7,679
-372
-5% -$81.3K 0.26% 66
2025
Q3 		$1.74M Sell
8,051
-69
-0.8% -$14.5K 0.27% 64
2025
Q2 		$1.66M Sell
8,120
-2,729
-25% -$529K 0.27% 58
2025
Q1 		$2.1M Sell
10,849
-1,583
-13% -$315K 0.37% 44
2024
Q4 		$2.43M Sell
12,432
-3,138
-20% -$627K 0.41% 40
2024
Q3 		$3.08M Sell
15,570
-4,106
-21% -$782K 0.53% 29
2024
Q2 		$3.59M Sell
19,676
-5,928
-23% -$1.07M 0.65% 22
2024
Q1 		$4.68M Sell
25,604
-8,700
-25% -$1.53M 0.9% 13
2023
Q4 		$5.85M Sell
34,304
-134
-0.4% -$21.6K 1.24% 7
2023
Q3 		$5.35M Buy
34,438
+860
+3% +$139K 1.22% 8
2023
Q2 		$5.45M Buy
33,578
+1,947
+6% +$305K 1.22% 8
2023
Q1 		$4.87M Buy
31,631
+38
+0.1% +$5.82K 1.14% 6
2022
Q4 		$4.8M Sell
31,593
-3,693
-10% -$550K 1.68% 3
2022
Q3 		$4.77M Buy
35,286
+36
+0.1% +$5.36K 1.87% 4
2022
Q2 		$5.42M Buy
35,250
+1,152
+3% +$175K 1.84% 6
2022
Q1 		$5.53M Buy
34,098
+1,967
+6% +$317K 1.66% 7
2021
Q4 		$5.52M Sell
32,131
-733
-2% -$121K 1.63% 6
2021
Q3 		$5.47M Buy
32,864
+199
+0.6% +$31.7K 1.63% 7
2021
Q2 		$5.2M Buy
32,665
+1,698
+5% +$261K 1.63% 7
2021
Q1 		$4.74M Buy
30,967
+2,301
+8% +$327K 1.5% 6
2020
Q4 		$4.05M Buy
+28,666
New +$3.88M 1.53% 10

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Advisors's VIG Position: Q1 2026 in Review

Insight Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 34% in Q1 2026, selling an estimated $588K and leaving 5,041 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #74.

Insight Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.85M in Q4 2023. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Insight Advisors held 5,041 shares of Vanguard Dividend Appreciation ETF worth $1.08M as of Q1 2026.
  • Insight Advisors sold 2,638 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $588K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of Insight Advisors's portfolio in Q1 2026, its #74 holding.
  • Insight Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.85M in Q4 2023.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.