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Insight Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Insight Wealth Strategies’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
-2,362
Closed -$508K – 201
2026
Q1 		$508K Sell
2,362
-80
-3% -$17.8K 0.06% 128
2025
Q4 		$537K Sell
2,442
-1
-0% -$218 0.06% 123
2025
Q3 		$527K Buy
2,443
+9
+0.4% +$1.89K 0.06% 125
2025
Q2 		$502K Sell
2,434
-44
-2% -$8.53K 0.06% 120
2025
Q1 		$481K Sell
2,478
-1,385
-36% -$275K 0.06% 122
2024
Q4 		$756K Buy
3,863
+214
+6% +$42.7K 0.1% 109
2024
Q3 		$723K Buy
3,649
+14
+0.4% +$2.67K 0.1% 119
2024
Q2 		$664K Buy
3,635
+623
+21% +$112K 0.09% 124
2024
Q1 		$550K Buy
3,012
+11
+0.4% +$1.93K 0.08% 129
2023
Q4 		$511K Buy
3,001
+1,093
+57% +$176K 0.08% 126
2023
Q3 		$296K Sell
1,908
-31
-2% -$5.03K 0.06% 132
2023
Q2 		$315K Sell
1,939
-18
-0.9% -$2.82K 0.06% 124
2023
Q1 		$301K Buy
1,957
+1
+0.1% +$153 0.06% 124
2022
Q4 		$297K Buy
1,956
+9
+0.5% +$1.34K 0.06% 122
2022
Q3 		$279K Hold
1,947
– – 0.05% 125
2022
Q2 		$279K Buy
1,947
+4
+0.2% +$609 0.05% 125
2022
Q1 		$315K Buy
+1,943
New +$313K 0.05% 132
2021
Q4 		– Sell
-1,378
Closed -$212K – 192
2021
Q3 		$212K Sell
1,378
-1
-0.1% -$159 0.03% 182
2021
Q2 		$213K Buy
1,379
+3
+0.2% +$460 0.03% 176
2021
Q1 		$202K Buy
+1,376
New +$196K 0.03% 218
2020
Q1 		– Sell
-2,176
Closed -$271K – 195
2019
Q4 		$271K Buy
2,176
+346
+19% +$41.9K 0.06% 173
2019
Q3 		$219K Buy
+1,830
New +$216K 0.05% 178

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

Insight Wealth Strategies's VIG Position: Q2 2026 in Review

Insight Wealth Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 2,362 shares — an estimated $508K sold.

Insight Wealth Strategies first reported a position in VIG in Q3 2019 and held it in 22 quarters. The position peaked at $756K in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Insight Wealth Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,362 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $508K.
  • Insight Wealth Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and held it in 22 quarters.
  • Insight Wealth Strategies's Vanguard Dividend Appreciation ETF position peaked at $756K in Q4 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.