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IRON Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IRON Financial’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 		$2.12M Sell
8,966
-250
-3% -$57.4K 0.88% 27
2026
Q1 		$1.98M Sell
9,216
-232
-2% -$51.7K 0.87% 27
2025
Q4 		$2.08M Buy
9,448
+1
+0% +$218 0.95% 24
2025
Q3 		$2.04M Buy
9,447
+5
+0.1% +$1.05K 0.98% 22
2025
Q2 		$1.93M Buy
9,442
+2,230
+31% +$432K 1% 22
2025
Q1 		$1.4M Buy
7,212
+1
+0% +$199 0.78% 26
2024
Q4 		$1.41M Sell
7,211
-439
-6% -$87.6K 0.79% 25
2024
Q3 		$1.52M Sell
7,650
-507
-6% -$96.5K 0.82% 28
2024
Q2 		$1.49M Hold
8,157
– – 0.84% 28
2024
Q1 		$1.49M Buy
8,157
+24
+0.3% +$4.22K 0.83% 28
2023
Q4 		$1.39M Buy
8,133
+37
+0.5% +$5.95K 0.79% 29
2023
Q3 		$1.26M Buy
8,096
+6
+0.1% +$973 0.73% 30
2023
Q2 		$1.31M Hold
8,090
– – 0.71% 32
2023
Q1 		$1.25M Buy
8,090
+6
+0.1% +$919 0.68% 31
2022
Q4 		$1.23M Sell
8,084
-2,057
-20% -$307K 0.7% 31
2022
Q3 		$1.37M Buy
10,141
+101
+1% +$15K 0.75% 27
2022
Q2 		$1.44M Buy
10,040
+45
+0.5% +$6.85K 0.75% 28
2022
Q1 		$1.62M Buy
9,995
+40
+0.4% +$6.45K 0.75% 27
2021
Q4 		$1.71M Buy
9,955
+43
+0.4% +$7.09K 0.76% 29
2021
Q3 		$1.52M Sell
9,912
-633
-6% -$101K 0.73% 29
2021
Q2 		$1.63M Sell
10,545
-598
-5% -$91.8K 0.76% 28
2021
Q1 		$1.64M Sell
11,143
-906
-8% -$129K 0.86% 20
2020
Q4 		$1.7M Buy
12,049
+579
+5% +$78.5K 0.86% 18
2020
Q3 		$1.48M Buy
11,470
+512
+5% +$64.4K 0.82% 19
2020
Q2 		$1.28M Sell
10,958
-1,450
-12% -$165K 0.66% 24
2020
Q1 		$1.28M Sell
12,408
-45
-0.4% -$5.37K 0.8% 20
2019
Q4 		$1.55M Sell
12,453
-142
-1% -$17.2K 0.74% 22
2019
Q3 		$1.51M Sell
12,595
-2,637
-17% -$311K 1.12% 15
2019
Q2 		$1.67M Buy
15,232
+884
+6% +$99.2K 1.56% 10
2019
Q1 		$1.57M Buy
14,348
+745
+5% +$78.5K 1% 13
2018
Q4 		$1.33M Sell
13,603
-442
-3% -$46.1K 1.04% 11
2018
Q3 		$1.55M Sell
14,045
-1,459
-9% -$157K 1.04% 14
2018
Q2 		$1.57M Sell
15,504
-1,325
-8% -$135K 0.85% 17
2018
Q1 		$1.7M Sell
16,829
-304
-2% -$31.5K 1.09% 16
2017
Q4 		$1.75M Buy
17,133
+36
+0.2% +$3.54K 1.21% 13
2017
Q3 		$1.62M Buy
17,097
+31
+0.2% +$2.89K 1.24% 13
2017
Q2 		$1.58M Buy
17,066
+70
+0.4% +$6.42K 1.4% 13
2017
Q1 		$1.53M Sell
16,996
-455
-3% -$40.3K 1.1% 13
2016
Q4 		$1.49M Buy
17,451
+45
+0.3% +$3.78K 1.01% 14
2016
Q3 		$1.46M Buy
17,406
+31
+0.2% +$2.63K 1.78% 10
2016
Q2 		$1.45M Buy
17,375
+35
+0.2% +$2.86K 1.86% 11
2016
Q1 		$1.41M Buy
17,340
+147
+0.9% +$11.3K 1.42% 17
2015
Q4 		$1.34M Sell
17,193
-73,788
-81% -$5.76M 1.14% 17
2015
Q3 		$6.71M Buy
90,981
+344
+0.4% +$26.6K 4.47% 8
2015
Q2 		$7.12M Buy
90,637
+706
+0.8% +$57.2K 6.71% 4
2015
Q1 		$7.24M Buy
89,931
+2,910
+3% +$236K 5.65% 5
2014
Q4 		$70.6K Sell
87,021
-2,127
-2% -$168K 7.14% 4
2014
Q3 		$6.86M Buy
89,148
+1,005
+1% +$77.9K 8.75% 5
2014
Q2 		$6.87M Buy
88,143
+560
+0.6% +$42.8K 6.08% 5
2014
Q1 		$6.59M Sell
87,583
-1,322
-1% -$97.6K 5.01% 4
2013
Q4 		$6.69M Buy
+88,905
New +$6.47M 6.82% 4

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

IRON Financial's VIG Position: Q2 2026 in Review

IRON Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q2 2026, selling an estimated $57.4K and leaving 8,966 shares worth $2.12M. The position accounts for 0.88% of the portfolio, ranked #27.

IRON Financial first reported a position in VIG in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.24M in Q1 2015. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • IRON Financial held 8,966 shares of Vanguard Dividend Appreciation ETF worth $2.12M as of Q2 2026.
  • IRON Financial sold 250 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $57.4K.
  • Vanguard Dividend Appreciation ETF made up 0.88% of IRON Financial's portfolio in Q2 2026, its #27 holding.
  • IRON Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 51 quarters since.
  • IRON Financial's Vanguard Dividend Appreciation ETF position peaked at $7.24M in Q1 2015.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.