Investors Asset Management of Georgia’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Investors Asset Management of Georgia’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	$445K	Buy	1,882 +4	+0.2%	+$918	0.15%	128
2026 Q1	$404K	Buy	1,878 +4	+0.2%	+$892	0.17%	130
2025 Q4	$412K	Buy	1,874 +8	+0.4%	+$1.75K	0.17%	123
2025 Q3	$403K	Buy	1,866 +104	+6%	+$21.8K	0.17%	121
2025 Q2	$361K	Hold	1,762	–	–	0.17%	117
2025 Q1	$342K	Buy	1,762 +4	+0.2%	+$795	0.17%	117
2024 Q4	$344K	Buy	1,758 +9	+0.5%	+$1.8K	0.17%	115
2024 Q3	$347K	Buy	1,749 +4	+0.2%	+$762	0.16%	119
2024 Q2	$319K	Hold	1,745	–	–	0.16%	120
2024 Q1	$319K	Buy	1,745 +4	+0.2%	+$703	0.15%	122
2023 Q4	$297K	Hold	1,741	–	–	0.15%	121
2023 Q3	$268K	Buy	1,741 +8	+0.5%	+$1.3K	0.15%	128
2023 Q2	$281K	Hold	1,733	–	–	0.15%	131
2023 Q1	$267K	Buy	1,733 +9	+0.5%	+$1.38K	0.14%	136
2022 Q4	$262K	Sell	1,724 -130	-7%	-$19.4K	0.14%	144
2022 Q3	$251K	Buy	1,854 +1,454	+364%	+$216K	0.13%	144
2022 Q2	$57K	Buy	+400	New	+$60.9K	0.03%	252

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

Investors Asset Management of Georgia's VIG Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.21% in Q2 2026, buying an estimated $918 and bringing the position to 1,882 shares worth $445K. The position accounts for 0.15% of the portfolio, ranked #128.

Investors Asset Management of Georgia first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Investors Asset Management of Georgia held 1,882 shares of Vanguard Dividend Appreciation ETF worth $445K as of Q2 2026.
Investors Asset Management of Georgia bought 4 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $918.
Vanguard Dividend Appreciation ETF made up 0.15% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #128 holding.
Investors Asset Management of Georgia first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.