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Investment Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Investment Advisory Group’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 		$6.32M Buy
26,689
+16
+0.1% +$3.67K 1.37% 15
2026
Q1 		$5.74M Sell
26,673
-27
-0.1% -$6.02K 1.46% 16
2025
Q4 		$5.87M Buy
26,700
+168
+0.6% +$36.7K 1.51% 14
2025
Q3 		$5.73M Sell
26,532
-465
-2% -$97.6K 1.56% 15
2025
Q2 		$5.53M Hold
26,997
– – 1.67% 16
2025
Q1 		$5.24M Buy
26,997
+38
+0.1% +$7.56K 1.75% 13
2024
Q4 		$5.28M Sell
26,959
-49
-0.2% -$9.78K 1.77% 14
2024
Q3 		$5.35M Sell
27,008
-10
-0% -$1.9K 1.86% 13
2024
Q2 		$4.93M Hold
27,018
– – 1.91% 14
2024
Q1 		$4.93M Buy
27,018
+768
+3% +$135K 2.04% 12
2023
Q4 		$4.47M Buy
26,250
+10
+0% +$1.61K 2.06% 12
2023
Q3 		$4.08M Buy
26,240
+726
+3% +$118K 2.12% 12
2023
Q2 		$4.14M Buy
25,514
+610
+2% +$95.5K 2.12% 11
2023
Q1 		$3.84M Buy
24,904
+351
+1% +$53.8K 2.21% 11
2022
Q4 		$3.73M Buy
24,553
+665
+3% +$99.1K 2.29% 11
2022
Q3 		$3.23M Buy
23,888
+135
+0.6% +$20.1K 2.24% 10
2022
Q2 		$3.41M Buy
23,753
+4,115
+21% +$626K 2.32% 11
2022
Q1 		$3.18M Hold
19,638
– – 1.93% 14
2021
Q4 		$3.18M Buy
+19,638
New +$3.24M 2.04% 15

Other funds holding VIG

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

Investment Advisory Group's VIG Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $3.67K and bringing the position to 26,689 shares worth $6.32M. The position accounts for 1.37% of the portfolio, ranked #15.

Investment Advisory Group first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Investment Advisory Group held 26,689 shares of Vanguard Dividend Appreciation ETF worth $6.32M as of Q2 2026.
  • Investment Advisory Group bought 16 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.67K.
  • Vanguard Dividend Appreciation ETF made up 1.37% of Investment Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Investment Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.