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

Ironwood 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	$395K	Hold	1,656	–	–	0.06%	131
2026 Q1	$356K	Buy	1,656 +50	+3%	+$11.1K	0.06%	126
2025 Q4	$362K	Hold	1,606	–	–	0.06%	128
2025 Q3	$346K	Buy	+1,606	New	+$337K	0.06%	134
2021 Q4	–	Sell	-190	Closed	-$29K	–	528
2021 Q3	$29K	Hold	190	–	–	0.01%	242
2021 Q2	$29K	Hold	190	–	–	0.01%	243
2021 Q1	$28K	Hold	190	–	–	0.01%	229
2020 Q4	$27K	Hold	190	–	–	0.01%	211
2020 Q3	$24K	Hold	190	–	–	0.01%	177
2020 Q2	$22K	Hold	190	–	–	0.01%	172
2020 Q1	$20K	Sell	190 -240	-56%	-$28.6K	0.01%	152
2019 Q4	$54K	Hold	430	–	–	0.02%	107
2019 Q3	$51K	Hold	430	–	–	0.02%	110
2019 Q2	$50K	Hold	430	–	–	0.02%	111
2019 Q1	$47K	Hold	430	–	–	0.02%	115
2018 Q4	$42K	Hold	430	–	–	0.02%	113
2018 Q3	$48K	Hold	430	–	–	0.03%	114
2018 Q2	$44K	Buy	430 +390	+975%	+$39.8K	0.03%	93
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	217
2017 Q4	$4K	Hold	40	–	–	﹤0.01%	220
2017 Q3	$4K	Hold	40	–	–	﹤0.01%	228
2017 Q2	$4K	Hold	40	–	–	﹤0.01%	223
2017 Q1	$4K	Hold	40	–	–	﹤0.01%	222
2016 Q4	$3K	Hold	40	–	–	﹤0.01%	235
2016 Q3	$3K	Hold	40	–	–	﹤0.01%	237
2016 Q2	$3K	Buy	+40	New	+$3.27K	﹤0.01%	238

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

Ironwood Financial's VIG Position: Q2 2026 in Review

Ironwood Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,656 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #131.

Ironwood Financial first reported a position in VIG in Q2 2016 and has held it in 26 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ironwood Financial held 1,656 shares of Vanguard Dividend Appreciation ETF worth $395K as of Q2 2026.
Ironwood Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Ironwood Financial's portfolio in Q2 2026, its #131 holding.
Ironwood Financial first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 26 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.