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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intergy Private Wealth's VIG Position: Q2 2026 in Review

Intergy Private Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 954 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #129.

Intergy Private Wealth first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $317K in Q3 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Intergy Private Wealth held 954 shares of Vanguard Dividend Appreciation ETF worth $226K as of Q2 2026.
Intergy Private Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #129 holding.
Intergy Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Intergy Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $317K in Q3 2024.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.