Insight Advisors
VIG icon

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
Q3 		$1.05M Sell
4,511
-401
-8% -$96.3K 0.19% 80
2026
Q2 		$1.16M Sell
4,912
-129
-3% -$29.6K 0.2% 76
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Insight Advisors's VIG Position: Q3 2026 in Review

Insight Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.2% in Q3 2026, selling an estimated $96.3K and leaving 4,511 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #80.

Insight Advisors first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.85M in Q4 2023. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Insight Advisors held 4,511 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q3 2026.
  • Insight Advisors sold 401 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $96.3K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Insight Advisors's portfolio in Q3 2026, its #80 holding.
  • Insight Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.85M in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.