Integrity Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Integrity Financial’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 Q1	$644K	Sell	2,995 -717	-19%	-$160K	0.32%	67
2025 Q4	$816K	Sell	3,712 -4,967	-57%	-$1.09M	0.41%	54
2025 Q3	$1.88M	Buy	8,679 +386	+5%	+$81.1K	0.9%	27
2025 Q2	$1.7M	Buy	8,293 +2,447	+42%	+$474K	0.87%	29
2025 Q1	$1.13M	Buy	5,846 +292	+5%	+$58.1K	0.64%	39
2024 Q4	$1.09M	Buy	5,554 +563	+11%	+$112K	0.62%	42
2024 Q3	$989K	Buy	4,991 +190	+4%	+$36.2K	0.58%	43
2024 Q2	$876K	Buy	4,801 +469	+11%	+$84.4K	0.55%	45
2024 Q1	$791K	Buy	4,332 +1,626	+60%	+$286K	0.54%	45
2023 Q4	$461K	Buy	2,706 +491	+22%	+$79K	0.33%	57
2023 Q3	$344K	Buy	2,215 +145	+7%	+$23.5K	0.26%	65
2023 Q2	$336K	Buy	2,070 +15	+0.7%	+$2.35K	0.24%	73
2023 Q1	$316K	Buy	2,055 +225	+12%	+$34.5K	0.26%	75
2022 Q4	$278K	Buy	+1,830	New	+$273K	0.26%	71

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Integrity Financial's VIG Position: Q1 2026 in Review

Integrity Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q1 2026, selling an estimated $160K and leaving 2,995 shares worth $644K. The position accounts for 0.32% of the portfolio, ranked #67.

Integrity Financial first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.88M in Q3 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Integrity Financial held 2,995 shares of Vanguard Dividend Appreciation ETF worth $644K as of Q1 2026.
Integrity Financial sold 717 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $160K.
Vanguard Dividend Appreciation ETF made up 0.32% of Integrity Financial's portfolio in Q1 2026, its #67 holding.
Integrity Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Integrity Financial's Vanguard Dividend Appreciation ETF position peaked at $1.88M in Q3 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.