McKinley Carter Wealth Services’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

McKinley Carter Wealth Services’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Sell	15,233 -80	-0.5%	-$7.38K	0.08%	148
2025 Q4	$1.4M	Buy	15,313 +101	+0.7%	+$9.13K	0.08%	148
2025 Q3	$1.36M	Sell	15,212 -46	-0.3%	-$4.1K	0.07%	150
2025 Q2	$1.38M	Buy	15,258 +152	+1%	+$13.1K	0.08%	146
2025 Q1	$1.25M	Sell	15,106 -13,346	-47%	-$1.11M	0.08%	146
2024 Q4	$2.28M	Sell	28,452 -547	-2%	-$45.9K	0.14%	102
2024 Q3	$2.56M	Sell	28,999 -1,314	-4%	-$112K	0.15%	99
2024 Q2	$2.46M	Buy	30,313 +451	+2%	+$36.2K	0.16%	103
2024 Q1	$2.43M	Buy	29,862 +627	+2%	+$50.2K	0.16%	102
2023 Q4	$2.32M	Buy	29,235 +1,759	+6%	+$130K	0.17%	96
2023 Q3	$1.96M	Buy	27,476 +2,621	+11%	+$195K	0.16%	103
2023 Q2	$1.87M	Buy	24,855 +21,736	+697%	+$1.64M	0.14%	108
2023 Q1	$230K	Buy	3,119 +211	+7%	+$15.3K	0.02%	274
2022 Q4	$202K	Buy	+2,908	New	+$196K	0.02%	284

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McKinley Carter Wealth Services's VIGI Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 0.52% in Q1 2026, selling an estimated $7.38K and leaving 15,233 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #148.

McKinley Carter Wealth Services first reported a position in VIGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.56M in Q3 2024. 590 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

McKinley Carter Wealth Services held 15,233 shares of Vanguard International Dividend Appreciation ETF worth $1.35M as of Q1 2026.
McKinley Carter Wealth Services sold 80 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $7.38K.
Vanguard International Dividend Appreciation ETF made up 0.08% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #148 holding.
McKinley Carter Wealth Services first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
McKinley Carter Wealth Services's Vanguard International Dividend Appreciation ETF position peaked at $2.56M in Q3 2024.
590 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.