IAS
VIG icon

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

Investment Advisory Services’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 		$38.9M Buy
164,367
+3,066
+2% +$704K 11.2% 2
2026
Q1 		$34.7M Sell
161,301
-1,233
-0.8% -$275K 11.03% 1
2025
Q4 		$35.7M Buy
162,534
+1,712
+1% +$374K 11.17% 1
2025
Q3 		$34.7M Buy
160,822
+2,581
+2% +$542K 10.93% 1
2025
Q2 		$32.4M Buy
158,241
+6,309
+4% +$1.22M 10.8% 1
2025
Q1 		$29.5M Buy
151,932
+3,397
+2% +$675K 10.66% 1
2024
Q4 		$29.1M Buy
148,535
+3,088
+2% +$617K 10.25% 1
2024
Q3 		$28.8M Buy
145,447
+3,916
+3% +$746K 10.18% 1
2024
Q2 		$25.8M Buy
141,531
+2,334
+2% +$420K 9.47% 1
2024
Q1 		$25.4M Buy
139,197
+514
+0.4% +$90.3K 9.33% 1
2023
Q4 		$23.6M Buy
138,683
+1,223
+0.9% +$197K 9.32% 1
2023
Q3 		$21.4M Buy
137,460
+2,039
+2% +$331K 9.19% 1
2023
Q2 		$22M Buy
135,421
+10,213
+8% +$1.6M 9.29% 1
2023
Q1 		$19.3M Buy
125,208
+2,550
+2% +$391K 9.5% 1
2022
Q4 		$18.7M Buy
122,658
+4,913
+4% +$732K 9.64% 1
2022
Q3 		$15.9M Sell
117,745
-414
-0.4% -$61.6K 9.51% 1
2022
Q2 		$17M Sell
118,159
-1,848
-2% -$281K 9.79% 1
2022
Q1 		$19.5M Sell
120,007
-2,493
-2% -$402K 10.85% 1
2021
Q4 		$21M Buy
122,500
+3,084
+3% +$508K 11.48% 1
2021
Q3 		$18.4M Buy
119,416
+1,056
+0.9% +$168K 11.24% 1
2021
Q2 		$18.2M Buy
+118,360
New +$18.2M 11.26% 1
2020
Q4 		$16.3M Buy
115,227
+2,525
+2% +$342K 11.39% 1
2020
Q3 		$14.5M Buy
112,702
+121
+0.1% +$15.2K 11.47% 1
2020
Q2 		$13.2M Buy
112,581
+162
+0.1% +$18.4K 11.27% 1
2020
Q1 		$11.6M Buy
112,419
+3,458
+3% +$413K 12.45% 1
2019
Q4 		$13.7M Buy
+108,961
New +$13.2M 12.3% 1

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Investment Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $704K and bringing the position to 164,367 shares worth $38.9M. The position accounts for 11.2% of the portfolio, ranked #2.

Investment Advisory Services first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Investment Advisory Services held 164,367 shares of Vanguard Dividend Appreciation ETF worth $38.9M as of Q2 2026.
  • Investment Advisory Services bought 3,066 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $704K.
  • Vanguard Dividend Appreciation ETF made up 11.2% of Investment Advisory Services's portfolio in Q2 2026, its #2 holding.
  • Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.