Retirement Income Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Retirement Income Solutions’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	$311K	Hold	1,446	–	–	0.05%	127
2026 Q1	$311K	Hold	1,446	–	–	0.05%	128
2025 Q4	$318K	Hold	1,446	–	–	0.05%	125
2025 Q3	$312K	Hold	1,446	–	–	0.05%	125
2025 Q2	$296K	Hold	1,446	–	–	0.05%	122
2025 Q1	$281K	Hold	1,446	–	–	0.06%	116
2024 Q4	$283K	Hold	1,446	–	–	0.06%	119
2024 Q3	$286K	Hold	1,446	–	–	0.07%	110
2024 Q2	$264K	Hold	1,446	–	–	0.06%	112
2024 Q1	$264K	Hold	1,446	–	–	0.06%	120
2023 Q4	$246K	Hold	1,446	–	–	0.06%	121
2023 Q3	$225K	Buy	+1,446	New	+$234K	0.06%	116

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

Retirement Income Solutions's VIG Position: Q2 2026 in Review

Retirement Income Solutions held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,446 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #127.

Retirement Income Solutions first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $318K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Retirement Income Solutions held 1,446 shares of Vanguard Dividend Appreciation ETF worth $311K as of Q2 2026.
Retirement Income Solutions left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Retirement Income Solutions's portfolio in Q2 2026, its #127 holding.
Retirement Income Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
Retirement Income Solutions's Vanguard Dividend Appreciation ETF position peaked at $318K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.