Perspective Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Perspective Wealth Advisors’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 Q2	$793K	Sell	8,492 -5,365	-39%	-$497K	0.44%	40
2026 Q1	$1.23M	Sell	13,857 -22,757	-62%	-$2.1M	0.8%	32
2025 Q4	$3.35M	Buy	+36,614	New	+$3.31M	2.38%	14

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perspective Wealth Advisors's VIGI Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 39% in Q2 2026, selling an estimated $497K and leaving 8,492 shares worth $793K. The position accounts for 0.44% of the portfolio, ranked #40.

Perspective Wealth Advisors first reported a position in VIGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.35M in Q4 2025. 606 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

Perspective Wealth Advisors held 8,492 shares of Vanguard International Dividend Appreciation ETF worth $793K as of Q2 2026.
Perspective Wealth Advisors sold 5,365 Vanguard International Dividend Appreciation ETF shares in Q2 2026, an estimated $497K.
Vanguard International Dividend Appreciation ETF made up 0.44% of Perspective Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Perspective Wealth Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
Perspective Wealth Advisors's Vanguard International Dividend Appreciation ETF position peaked at $3.35M in Q4 2025.
606 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.