INVST’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

INVST’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	$1.19M	Buy	5,018 +6	+0.1%	+$1.38K	0.12%	141
2026 Q1	$1.08M	Sell	5,012 -811	-14%	-$181K	0.12%	138
2025 Q4	$1.28M	Sell	5,823 -65	-1%	-$14.2K	0.14%	123
2025 Q3	$1.27M	Sell	5,888 -39	-0.7%	-$8.19K	0.14%	120
2025 Q2	$1.21M	Buy	5,927 +664	+13%	+$129K	0.15%	117
2025 Q1	$1.02M	Sell	5,263 -224	-4%	-$44.5K	0.14%	125
2024 Q4	$1.07M	Sell	5,487 -354	-6%	-$70.7K	0.13%	106
2024 Q3	$1.16M	Sell	5,841 -2,285	-28%	-$435K	0.14%	89
2024 Q2	$1.48M	Sell	8,126 -1,553	-16%	-$280K	0.16%	82
2024 Q1	$1.76M	Sell	9,679 -913	-9%	-$160K	0.21%	78
2023 Q4	$1.84M	Sell	10,592 -2,139	-17%	-$344K	0.24%	66
2023 Q3	$1.98M	Buy	12,731 +5,876	+86%	+$953K	0.29%	50
2023 Q2	$1.11M	Buy	6,855 +4,677	+215%	+$732K	0.16%	74
2023 Q1	$340K	Buy	2,178 +359	+20%	+$55K	0.05%	136
2022 Q4	$284K	Sell	1,819 -53	-3%	-$7.9K	0.04%	138
2022 Q3	$255K	Buy	1,872 +4	+0.2%	+$595	0.04%	145
2022 Q2	$291K	Sell	1,868 -10	-0.5%	-$1.52K	0.05%	149
2022 Q1	$282K	Sell	1,878 -9	-0.5%	-$1.45K	0.05%	153
2021 Q4	$291K	Buy	1,887 +25	+1%	+$4.12K	0.05%	152
2021 Q3	$286K	Sell	1,862 -114	-6%	-$18.2K	0.05%	167
2021 Q2	$311K	Buy	+1,976	New	+$303K	0.05%	152

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

INVST's VIG Position: Q2 2026 in Review

INVST increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.12% in Q2 2026, buying an estimated $1.38K and bringing the position to 5,018 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #141.

INVST first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.98M in Q3 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

INVST held 5,018 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q2 2026.
INVST bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
Vanguard Dividend Appreciation ETF made up 0.12% of INVST's portfolio in Q2 2026, its #141 holding.
INVST first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
INVST's Vanguard Dividend Appreciation ETF position peaked at $1.98M in Q3 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.