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Iowa State Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Iowa State Bank’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
Q3 		$275K Hold
1,179
– – 0.05% 109
2026
Q2 		$279K Hold
1,179
– – 0.05% 109
2026
Q1 		$254K Hold
1,179
– – 0.05% 108
2025
Q4 		$259K Sell
1,179
-60
-5% -$13.1K 0.05% 114
2025
Q3 		$267K Hold
1,239
– – 0.05% 113
2025
Q2 		$254K Hold
1,239
– – 0.05% 116
2025
Q1 		$240K Sell
1,239
-76
-6% -$15.1K 0.05% 114
2024
Q4 		$258K Hold
1,315
– – 0.05% 100
2024
Q3 		$260K Hold
1,315
– – 0.05% 102
2024
Q2 		$240K Hold
1,315
– – 0.05% 98
2024
Q1 		$240K Hold
1,315
– – 0.05% 97
2023
Q4 		$224K Hold
1,315
– – 0.05% 105
2023
Q3 		$204K Hold
1,315
– – 0.05% 106
2023
Q2 		$214K Hold
1,315
– – 0.05% 109
2023
Q1 		$203K Buy
+1,315
New +$201K 0.05% 111

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Iowa State Bank's VIG Position: Q3 2026 in Review

Iowa State Bank held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,179 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #109.

Iowa State Bank first reported a position in VIG in Q1 2023 and has held it in 15 quarters since. The position peaked at $279K in Q2 2026. 134 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Iowa State Bank held 1,179 shares of Vanguard Dividend Appreciation ETF worth $275K as of Q3 2026.
  • Iowa State Bank left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Iowa State Bank's portfolio in Q3 2026, its #109 holding.
  • Iowa State Bank first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 15 quarters since.
  • Iowa State Bank's Vanguard Dividend Appreciation ETF position peaked at $279K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.