Integris Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Integris Wealth Management’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	$1.06M	Hold	4,494	–	–	0.21%	38
2026 Q1	$966K	Hold	4,494	–	–	0.22%	36
2025 Q4	$988K	Hold	4,494	–	–	0.22%	38
2025 Q3	$970K	Hold	4,494	–	–	0.24%	36
2025 Q2	$920K	Sell	4,494 -84	-2%	-$16.3K	0.24%	36
2025 Q1	$888K	Hold	4,578	–	–	0.25%	33
2024 Q4	$897K	Buy	4,578 +682	+18%	+$136K	0.25%	33
2024 Q3	$772K	Hold	3,896	–	–	0.22%	38
2024 Q2	$711K	Hold	3,896	–	–	0.21%	37
2024 Q1	$711K	Hold	3,896	–	–	0.2%	36
2023 Q4	$664K	Hold	3,896	–	–	0.2%	41
2023 Q3	$605K	Hold	3,896	–	–	0.2%	41
2023 Q2	$633K	Hold	3,896	–	–	0.22%	37
2023 Q1	$600K	Hold	3,896	–	–	0.22%	40
2022 Q4	$592K	Buy	+3,896	New	+$581K	0.23%	38

Other funds holding VIG

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integris Wealth Management's VIG Position: Q2 2026 in Review

Integris Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 4,494 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #38.

Integris Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Integris Wealth Management held 4,494 shares of Vanguard Dividend Appreciation ETF worth $1.06M as of Q2 2026.
Integris Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.21% of Integris Wealth Management's portfolio in Q2 2026, its #38 holding.
Integris Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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