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Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Investment Partners’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 		$6.74M Sell
28,464
-1,955
-6% -$449K 2.11% 12
2026
Q1 		$6.54M Sell
30,419
-109
-0.4% -$24.3K 2.33% 9
2025
Q4 		$6.71M Buy
30,528
+261
+0.9% +$57K 2.35% 8
2025
Q3 		$6.53M Buy
30,267
+13
+0% +$2.73K 2.3% 8
2025
Q2 		$6.19M Hold
30,254
– – 2.34% 8
2025
Q1 		$5.87M Buy
30,254
+16
+0.1% +$3.18K 2.43% 7
2024
Q4 		$5.92M Buy
30,238
+35
+0.1% +$6.99K 2.44% 8
2024
Q3 		$5.98M Sell
30,203
-94
-0.3% -$17.9K 2.49% 7
2024
Q2 		$5.53M Buy
30,297
+474
+2% +$85.3K 2.48% 8
2024
Q1 		$5.45M Buy
29,823
+454
+2% +$79.8K 2.47% 7
2023
Q4 		$5M Buy
29,369
+31
+0.1% +$4.99K 2.46% 8
2023
Q3 		$4.56M Buy
29,338
+33
+0.1% +$5.35K 2.4% 8
2023
Q2 		$4.76M Buy
29,305
+36
+0.1% +$5.64K 2.48% 8
2023
Q1 		$4.51M Buy
29,269
+35
+0.1% +$5.36K 2.37% 8
2022
Q4 		$4.44M Sell
29,234
-2,900
-9% -$432K 2.35% 8
2022
Q3 		$4.34M Buy
32,134
+869
+3% +$129K 1.29% 12
2022
Q2 		$4.49M Buy
31,265
+14
+0% +$2.13K 2.19% 10
2022
Q1 		$5.07M Buy
31,251
+11
+0% +$1.77K 2.14% 10
2021
Q4 		$5.37M Buy
31,240
+13
+0% +$2.14K 2.19% 10
2021
Q3 		$4.8M Buy
31,227
+13
+0% +$2.07K 2.18% 10
2021
Q2 		$4.83M Buy
31,214
+1,235
+4% +$190K 2.21% 10
2021
Q1 		$4.41M Buy
29,979
+5,949
+25% +$846K 2.14% 11
2020
Q4 		$3.39M Buy
24,030
+25
+0.1% +$3.39K 1.8% 14
2020
Q3 		$3.09M Sell
24,005
-851
-3% -$107K 1.84% 15
2020
Q2 		$2.91M Buy
+24,856
New +$2.83M 1.71% 14
2020
Q1 		– Sell
-3,646
Closed -$455K – 151
2019
Q4 		$455K Buy
3,646
+15
+0.4% +$1.81K 0.31% 74
2019
Q3 		$434K Buy
3,631
+878
+32% +$104K 0.32% 72
2019
Q2 		$317K Buy
2,753
+24
+0.9% +$2.69K 0.23% 95
2019
Q1 		$299K Hold
2,729
– – 0.22% 98
2018
Q4 		$267K Buy
2,729
+28
+1% +$2.92K 0.23% 97
2018
Q3 		$215 Buy
2,701
+15
+0.6% +$1.61K 0.12% 108
2018
Q2 		$273K Hold
2,686
– – 0.2% 108
2018
Q1 		$271K Buy
2,686
+11
+0.4% +$1.14K 0.2% 115
2017
Q4 		$273K Buy
2,675
+14
+0.5% +$1.38K 0.2% 114
2017
Q3 		$252K Buy
2,661
+12
+0.5% +$1.12K 0.22% 101
2017
Q2 		$245K Buy
+2,649
New +$243K 0.22% 101
2016
Q4 		– Sell
-2,604
Closed -$219K – 175
2016
Q3 		$219K Buy
2,604
+12
+0.5% +$1.02K 0.12% 163
2016
Q2 		$216K Buy
+2,592
New +$212K 0.22% 103
2015
Q2 		– Sell
-2,520
Closed -$203K – 141
2015
Q1 		$203K Buy
2,520
+14
+0.6% +$1.14K 0.22% 91
2014
Q4 		$203K Buy
+2,506
New +$198K 0.23% 89

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 Partners's VIG Position: Q2 2026 in Review

Investment Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.4% in Q2 2026, selling an estimated $449K and leaving 28,464 shares worth $6.74M. The position accounts for 2.11% of the portfolio, ranked #12.

Investment Partners first reported a position in VIG in Q4 2014 and has held it in 40 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Investment Partners held 28,464 shares of Vanguard Dividend Appreciation ETF worth $6.74M as of Q2 2026.
  • Investment Partners sold 1,955 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $449K.
  • Vanguard Dividend Appreciation ETF made up 2.11% of Investment Partners's portfolio in Q2 2026, its #12 holding.
  • Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 40 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.