Inspirion Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Inspirion Wealth 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	$1.85M	Hold	7,810	–	–	0.21%	46
2026 Q1	$1.68M	Hold	7,810	–	–	0.21%	48
2025 Q4	$1.72M	Sell	7,810 -119	-2%	-$26K	0.21%	48
2025 Q3	$1.57M	Hold	7,929	–	–	0.22%	42
2025 Q2	$1.62M	Hold	7,929	–	–	0.21%	46
2025 Q1	$1.54M	Hold	7,929	–	–	0.21%	47
2024 Q4	$1.55M	Hold	7,929	–	–	0.22%	44
2024 Q3	$1.57M	Sell	7,929 -66	-0.8%	-$12.6K	0.22%	42
2024 Q2	$1.46M	Hold	7,995	–	–	0.22%	41
2024 Q1	$1.46M	Hold	7,995	–	–	0.24%	44
2023 Q4	$1.36M	Sell	7,995 -31	-0.4%	-$4.99K	0.25%	45
2023 Q3	$1.25M	Hold	8,026	–	–	0.24%	44
2023 Q2	$1.3M	Buy	+8,026	New	+$1.26M	0.25%	42

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Inspirion Wealth Advisors's VIG Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 7,810 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #46.

Inspirion Wealth Advisors first reported a position in VIG in Q2 2023 and has held it in 13 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Inspirion Wealth Advisors held 7,810 shares of Vanguard Dividend Appreciation ETF worth $1.85M as of Q2 2026.
Inspirion Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.21% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Inspirion Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 13 quarters since.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.