Institute for Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Institute for Wealth Management’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.1K	Buy	+558	New	+$51.7K	﹤0.01%	865
2020 Q1	–	Sell	-100	Closed	-$7K	–	667
2019 Q4	$7K	Buy	+100	New	+$6.92K	﹤0.01%	622

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Institute for Wealth Management's VIGI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2026: 558 shares worth $52.1K. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VIGI as recently as Q4 2019.

Institute for Wealth Management first reported a position in VIGI in Q4 2019 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

Institute for Wealth Management held 558 shares of Vanguard International Dividend Appreciation ETF worth $52.1K as of Q2 2026.
Vanguard International Dividend Appreciation ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard International Dividend Appreciation ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #865 holding.
Institute for Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2019 and has held it in 2 quarters since.
609 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.