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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
Q2 		$699K Sell
2,954
-41
-1% -$9.41K 0.33% 60
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrity Financial's VIG Position: Q2 2026 in Review

Integrity Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $9.41K and leaving 2,954 shares worth $699K. The position accounts for 0.33% of the portfolio, ranked #60.

Integrity Financial first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q3 2025. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Integrity Financial held 2,954 shares of Vanguard Dividend Appreciation ETF worth $699K as of Q2 2026.
  • Integrity Financial sold 41 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.41K.
  • Vanguard Dividend Appreciation ETF made up 0.33% of Integrity Financial's portfolio in Q2 2026, its #60 holding.
  • Integrity Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Integrity Financial's Vanguard Dividend Appreciation ETF position peaked at $1.88M in Q3 2025.
  • 2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.