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Intelligent Financial Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Intelligent Financial Strategies’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 		$4.22M Sell
19,635
-2,068
-10% -$461K 2.2% 9
2025
Q4 		$4.77M Sell
21,703
-209
-1% -$45.7K 2.29% 10
2025
Q3 		$4.75M Sell
21,912
-83
-0.4% -$17.4K 2.31% 10
2025
Q2 		$4.52M Hold
21,995
– – 2.4% 8
2025
Q1 		$4.27M Sell
21,995
-437
-2% -$86.9K 2.23% 8
2024
Q4 		$4.39M Sell
22,432
-180
-0.8% -$35.9K 2.43% 7
2024
Q3 		$4.5M Buy
22,612
+11
+0% +$2.09K 2.48% 7
2024
Q2 		$4.15M Sell
22,601
-30
-0.1% -$5.4K 2.55% 7
2024
Q1 		$4.13M Buy
22,631
+9
+0% +$1.58K 2.56% 6
2023
Q4 		$3.85M Buy
22,622
+47
+0.2% +$7.56K 2.7% 8
2023
Q3 		$3.53M Buy
22,575
+33
+0.1% +$5.35K 2.61% 7
2023
Q2 		$3.68M Hold
22,542
– – 2.68% 8
2023
Q1 		$3.47M Sell
22,542
-342
-1% -$52.4K 2.72% 7
2022
Q4 		$3.47M Buy
22,884
+136
+0.6% +$20.3K 2.93% 9
2022
Q3 		$3.08M Sell
22,748
-75
-0.3% -$11.2K 3.22% 10
2022
Q2 		$3.27M Sell
22,823
-157
-0.7% -$23.9K 3.33% 8
2022
Q1 		$3.73M Buy
22,980
+18
+0.1% +$2.9K 3.63% 7
2021
Q4 		$3.94M Buy
+22,962
New +$3.78M 3.55% 8

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Intelligent Financial Strategies's VIG Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.5% in Q1 2026, selling an estimated $461K and leaving 19,635 shares worth $4.22M. The position accounts for 2.2% of the portfolio, ranked #9.

Intelligent Financial Strategies first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.77M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Intelligent Financial Strategies held 19,635 shares of Vanguard Dividend Appreciation ETF worth $4.22M as of Q1 2026.
  • Intelligent Financial Strategies sold 2,068 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $461K.
  • Vanguard Dividend Appreciation ETF made up 2.2% of Intelligent Financial Strategies's portfolio in Q1 2026, its #9 holding.
  • Intelligent Financial Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • Intelligent Financial Strategies's Vanguard Dividend Appreciation ETF position peaked at $4.77M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.