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

Investment Research & 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	$33.4K	Hold	141	–	–	0.01%	164
2026 Q1	$30.3K	Hold	141	–	–	0.01%	153
2025 Q4	$31K	Buy	+141	New	+$30.8K	0.01%	144
2025 Q2	–	Sell	-3	Closed	-$582	–	274
2025 Q1	$582	Buy	+3	New	+$597	﹤0.01%	236
2023 Q4	–	Sell	-80	Closed	-$12.4K	–	236
2023 Q3	$12.4K	Hold	80	–	–	0.01%	136
2023 Q2	$13K	Buy	+80	New	+$12.5K	0.01%	147

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

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

Investment Research & Advisory Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 141 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #164.

Investment Research & Advisory Group first reported a position in VIG in Q2 2023 and has held it in 6 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Investment Research & Advisory Group held 141 shares of Vanguard Dividend Appreciation ETF worth $33.4K as of Q2 2026.
Investment Research & Advisory Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #164 holding.
Investment Research & Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 6 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.