Intergy Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Intergy Private Wealth’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 Q3	$223K	Hold	954	–	–	0.05%	128
2026 Q2	$226K	Hold	954	–	–	0.05%	129
2026 Q1	$205K	Sell	954 -41	-4%	-$9.14K	0.06%	118
2025 Q4	$219K	Hold	995	–	–	0.07%	106
2025 Q3	$215K	Sell	995 -16	-2%	-$3.36K	0.07%	101
2025 Q2	$207K	Buy	+1,011	New	+$196K	0.07%	97
2025 Q1	–	Sell	-1,603	Closed	-$314K	–	99
2024 Q4	$314K	Hold	1,603	–	–	0.12%	72
2024 Q3	$317K	Hold	1,603	–	–	0.12%	69
2024 Q2	$293K	Sell	1,603 -51	-3%	-$9.18K	0.12%	70
2024 Q1	$302K	Hold	1,654	–	–	0.12%	69
2023 Q4	$282K	Hold	1,654	–	–	0.12%	68
2023 Q3	$257K	Hold	1,654	–	–	0.13%	65
2023 Q2	$269K	Hold	1,654	–	–	0.13%	65
2023 Q1	$255K	Sell	1,654 -46	-3%	-$7.05K	0.14%	63
2022 Q4	$258K	Hold	1,700	–	–	0.16%	58
2022 Q3	$230K	Hold	1,700	–	–	0.16%	58
2022 Q2	$244K	Hold	1,700	–	–	0.19%	58
2022 Q1	$276K	Hold	1,700	–	–	0.19%	46
2021 Q4	$292K	Buy	+1,700	New	+$280K	0.23%	46

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Intergy Private Wealth's VIG Position: Q3 2026 in Review

Intergy Private Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 954 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #128.

Intergy Private Wealth first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $317K in Q3 2024. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Intergy Private Wealth held 954 shares of Vanguard Dividend Appreciation ETF worth $223K as of Q3 2026.
Intergy Private Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #128 holding.
Intergy Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Intergy Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $317K in Q3 2024.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.