Institute for Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.45M | Buy |
6,124
+7
| +0.1% | +$1.61K | 0.13% | 158 |
|
|
2026
Q1 | $1.32M | Sell |
6,117
-207
| -3% | -$46.1K | 0.14% | 160 |
|
|
2025
Q4 | $1.39M | Sell |
6,324
-1,040
| -14% | -$227K | 0.15% | 146 |
|
|
2025
Q3 | $1.59M | Buy |
7,364
+2,005
| +37% | +$421K | 0.17% | 129 |
|
|
2025
Q2 | $1.1M | Buy |
5,359
+3
| +0.1% | +$581 | 0.12% | 177 |
|
|
2025
Q1 | $1.04M | Sell |
5,356
-124
| -2% | -$24.7K | 0.13% | 177 |
|
|
2024
Q4 | $1.07M | Sell |
5,480
-37
| -0.7% | -$7.39K | 0.13% | 159 |
|
|
2024
Q3 | $1.09M | Buy |
5,517
+147
| +3% | +$28K | 0.14% | 160 |
|
|
2024
Q2 | $980K | Sell |
5,370
-293
| -5% | -$52.7K | 0.13% | 166 |
|
|
2024
Q1 | $1.03M | Sell |
5,663
-95
| -2% | -$16.7K | 0.13% | 165 |
|
|
2023
Q4 | $981K | Sell |
5,758
-58
| -1% | -$9.33K | 0.16% | 154 |
|
|
2023
Q3 | $904K | Sell |
5,816
-232
| -4% | -$37.6K | 0.16% | 158 |
|
|
2023
Q2 | $982K | Buy |
6,048
+215
| +4% | +$33.7K | 0.17% | 151 |
|
|
2023
Q1 | $898K | Buy |
5,833
+278
| +5% | +$42.6K | 0.17% | 155 |
|
|
2022
Q4 | $843K | Buy |
5,555
+114
| +2% | +$17K | 0.18% | 158 |
|
|
2022
Q3 | $735K | Sell |
5,441
-788
| -13% | -$117K | 0.16% | 165 |
|
|
2022
Q2 | $894K | Sell |
6,229
-62
| -1% | -$9.44K | 0.18% | 151 |
|
|
2022
Q1 | $1.02M | Sell |
6,291
-56
| -0.9% | -$9.04K | 0.17% | 156 |
|
|
2021
Q4 | $1.09M | Sell |
6,347
-292
| -4% | -$48.1K | 0.18% | 143 |
|
|
2021
Q3 | $1.02M | Buy |
6,639
+218
| +3% | +$34.7K | 0.18% | 142 |
|
|
2021
Q2 | $994K | Buy |
6,421
+4
| +0.1% | +$614 | 0.17% | 150 |
|
|
2021
Q1 | $944K | Buy |
6,417
+2
| +0% | +$285 | 0.18% | 151 |
|
|
2020
Q4 | $906K | Buy |
6,415
+317
| +5% | +$43K | 0.18% | 147 |
|
|
2020
Q3 | $785K | Buy |
6,098
+172
| +3% | +$21.6K | 0.18% | 146 |
|
|
2020
Q2 | $694K | Buy |
5,926
+494
| +9% | +$56.2K | 0.17% | 161 |
|
|
2020
Q1 | $562K | Buy |
5,432
+655
| +14% | +$78.2K | 0.17% | 163 |
|
|
2019
Q4 | $595K | Sell |
4,777
-198
| -4% | -$24K | 0.13% | 220 |
|
|
2019
Q3 | $595K | Sell |
4,975
-15
| -0.3% | -$1.77K | 0.15% | 206 |
|
|
2019
Q2 | $575K | Buy |
4,990
+760
| +18% | +$85.2K | 0.13% | 233 |
|
|
2019
Q1 | $464K | Buy |
+4,230
| New | +$446K | 0.1% | 255 |
|
|
2018
Q4 | – | Sell |
-11,694
| Closed | -$1.3M | – | 347 |
|
|
2018
Q3 | $1.3M | Sell |
11,694
-5,380
| -32% | -$578K | 0.44% | 78 |
|
|
2018
Q2 | $1.73M | Buy |
17,074
+3,962
| +30% | +$404K | 0.55% | 55 |
|
|
2018
Q1 | $1.32M | Sell |
13,112
-9,994
| -43% | -$1.04M | 0.39% | 83 |
|
|
2017
Q4 | $2.39M | Buy |
23,106
+871
| +4% | +$85.8K | 0.55% | 43 |
|
|
2017
Q3 | $2.11M | Sell |
22,235
-51
| -0.2% | -$4.76K | 0.69% | 33 |
|
|
2017
Q2 | $2.06M | Buy |
+22,286
| New | +$2.04M | 0.57% | 32 |
|
|
2015
Q4 | $349K | Sell |
4,483
-154
| -3% | -$12K | 0.52% | 29 |
|
|
2015
Q3 | $342K | Sell |
4,637
-21,348
| -82% | -$1.65M | 0.65% | 25 |
|
|
2015
Q2 | $2.04M | Sell |
25,985
-4,887
| -16% | -$396K | 2.64% | 15 |
|
|
2015
Q1 | $2.48M | Sell |
30,872
-3,700
| -11% | -$300K | 2.73% | 10 |
|
|
2014
Q4 | $2.81M | Buy |
+34,572
| New | +$2.73M | 2.95% | 10 |
|
Other funds holding VIG
HWM
Institute for Wealth Management's VIG Position: Q2 2026 in Review
Institute for Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.11% in Q2 2026, buying an estimated $1.61K and bringing the position to 6,124 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #158.
Institute for Wealth Management first reported a position in VIG in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.81M in Q4 2014. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Institute for Wealth Management held 6,124 shares of Vanguard Dividend Appreciation ETF worth $1.45M as of Q2 2026.
- Institute for Wealth Management bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
- Vanguard Dividend Appreciation ETF made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #158 holding.
- Institute for Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 41 quarters since.
- Institute for Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.81M in Q4 2014.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.