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James Investment Research’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

James Investment Research’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 		$207K Buy
+874
New +$201K 0.02% 347
2013
Q3 		– Sell
-225
Closed -$15K – 540
2013
Q2 		$15K Buy
+225
New +$15.1K ﹤0.01% 442

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

James Investment Research's VIG Position: Q2 2026 in Review

James Investment Research opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 874 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings. This is a return to the name: James Investment Research previously reported a position in VIG as recently as Q2 2013.

James Investment Research first reported a position in VIG in Q2 2013 and has held it in 2 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • James Investment Research held 874 shares of Vanguard Dividend Appreciation ETF worth $207K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new James Investment Research position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of James Investment Research's portfolio in Q2 2026, its #347 holding.
  • James Investment Research first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 2 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.