Intrua Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Intrua 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	$359K	Sell	1,515 -292	-16%	-$67K	0.03%	359
2026 Q1	$389K	Sell	1,807 -926	-34%	-$206K	0.04%	314
2025 Q4	$601K	Sell	2,733 -389	-12%	-$85K	0.06%	228
2025 Q3	$674K	Buy	3,122 +1,554	+99%	+$326K	0.07%	201
2025 Q2	$321K	Hold	1,568	–	–	0.04%	279
2025 Q1	$304K	Sell	1,568 -1,315	-46%	-$261K	0.04%	275
2024 Q4	$565K	Sell	2,883 -1,354	-32%	-$270K	0.09%	177
2024 Q3	$839K	Sell	4,237 -10	-0.2%	-$1.9K	0.12%	139
2024 Q2	$775K	Sell	4,247 -293	-6%	-$52.7K	0.12%	159
2024 Q1	$829K	Buy	4,540 +95	+2%	+$16.7K	0.12%	163
2023 Q4	$757K	Buy	4,445 +90	+2%	+$14.5K	0.11%	167
2023 Q3	$677K	Hold	4,355	–	–	0.11%	158
2023 Q2	$707K	Sell	4,355 -1,187	-21%	-$186K	0.12%	158
2023 Q1	$861K	Sell	5,542 -1,424	-20%	-$218K	0.18%	118
2022 Q4	$1.05M	Sell	6,966 -25	-0.4%	-$3.73K	0.24%	97
2022 Q3	$945K	Sell	6,991 -22	-0.3%	-$3.27K	0.25%	91
2022 Q2	$1.01M	Sell	7,013 -327	-4%	-$49.8K	0.21%	104
2022 Q1	$1.19M	Buy	7,340 +1,414	+24%	+$228K	0.21%	102
2021 Q4	$1.02M	Sell	5,926 -742	-11%	-$122K	0.18%	122
2021 Q3	$1.09M	Buy	+6,668	New	+$1.06M	0.2%	112

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

Intrua Financial's VIG Position: Q2 2026 in Review

Intrua Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q2 2026, selling an estimated $67K and leaving 1,515 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #359.

Intrua Financial first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q1 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Intrua Financial held 1,515 shares of Vanguard Dividend Appreciation ETF worth $359K as of Q2 2026.
Intrua Financial sold 292 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $67K.
Vanguard Dividend Appreciation ETF made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #359 holding.
Intrua Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
Intrua Financial's Vanguard Dividend Appreciation ETF position peaked at $1.19M in Q1 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.