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Intentional Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Intentional Wealth 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
Q2 		– Sell
-228
Closed -$49K – 862
2026
Q1 		$49K Buy
+228
New +$50.8K 0.05% 157

Other funds holding VIG

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intentional Wealth Strategies's VIG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 228 shares — an estimated $49K sold.

Intentional Wealth Strategies first reported a position in VIG in Q1 2026 and held it in 1 quarter. The position peaked at $49K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 228 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $49K.
  • Intentional Wealth Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Vanguard Dividend Appreciation ETF position peaked at $49K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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