Ipswich Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ipswich Investment Management’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	$360K	Hold	1,521	–	–	0.08%	144
2026 Q1	$327K	Hold	1,521	–	–	0.08%	146
2025 Q4	$334K	Hold	1,521	–	–	0.08%	142
2025 Q3	$328K	Hold	1,521	–	–	0.08%	142
2025 Q2	$311K	Hold	1,521	–	–	0.08%	150
2025 Q1	$295K	Hold	1,521	–	–	0.07%	149
2024 Q4	$298K	Hold	1,521	–	–	0.07%	154
2024 Q3	$301K	Sell	1,521 -40	-3%	-$7.62K	0.07%	158
2024 Q2	$285K	Sell	1,561 -40	-2%	-$7.2K	0.07%	161
2024 Q1	$292K	Buy	1,601 +5	+0.3%	+$878	0.07%	162
2023 Q4	$272K	Hold	1,596	–	–	0.07%	161
2023 Q3	$248K	Buy	1,596 +145	+10%	+$23.5K	0.07%	159
2023 Q2	$236K	Hold	1,451	–	–	0.06%	169
2023 Q1	$223K	Hold	1,451	–	–	0.06%	173
2022 Q4	$220K	Buy	+1,451	New	+$216K	0.06%	170
2022 Q2	–	Sell	-1,366	Closed	-$222K	–	190
2022 Q1	$222K	Hold	1,366	–	–	0.06%	181
2021 Q4	$235K	Hold	1,366	–	–	0.05%	185
2021 Q3	$210K	Hold	1,366	–	–	0.05%	185
2021 Q2	$211K	Buy	+1,366	New	+$210K	0.05%	187
2019 Q1	–	Sell	-1,240	Closed	-$121K	–	376
2018 Q4	$121K	Buy	+1,240	New	+$129K	0.04%	198

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

Ipswich Investment Management's VIG Position: Q2 2026 in Review

Ipswich Investment Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,521 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #144.

Ipswich Investment Management first reported a position in VIG in Q4 2018 and has held it in 20 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ipswich Investment Management held 1,521 shares of Vanguard Dividend Appreciation ETF worth $360K as of Q2 2026.
Ipswich Investment Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.08% of Ipswich Investment Management's portfolio in Q2 2026, its #144 holding.
Ipswich Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 20 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.