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InvesTrust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

InvesTrust’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 		$512K Hold
2,163
– – 0.2% 83
2026
Q1 		$465K Hold
2,163
– – 0.2% 80
2025
Q4 		$475K Hold
2,163
– – 0.18% 81
2025
Q3 		$467K Hold
2,163
– – 0.17% 80
2025
Q2 		$443K Hold
2,163
– – 0.17% 80
2025
Q1 		$420K Sell
2,163
-125
-5% -$24.9K 0.11% 81
2024
Q4 		$448K Buy
+2,288
New +$457K 0.12% 78

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

InvesTrust's VIG Position: Q2 2026 in Review

InvesTrust held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,163 shares worth $512K. The position accounts for 0.2% of the portfolio, ranked #83.

InvesTrust first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • InvesTrust held 2,163 shares of Vanguard Dividend Appreciation ETF worth $512K as of Q2 2026.
  • InvesTrust left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.2% of InvesTrust's portfolio in Q2 2026, its #83 holding.
  • InvesTrust first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.