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SHP Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

SHP Wealth Management’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 		$1.09M Sell
12,359
-2,188
-15% -$202K 0.08% 76
2025
Q4 		$1.33M Buy
+14,547
New +$1.32M 0.1% 59

Other funds holding VIGI

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHP Wealth Management's VIGI Position: Q1 2026 in Review

SHP Wealth Management reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 15% in Q1 2026, selling an estimated $202K and leaving 12,359 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #76.

SHP Wealth Management first reported a position in VIGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.33M in Q4 2025. 594 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

  • SHP Wealth Management held 12,359 shares of Vanguard International Dividend Appreciation ETF worth $1.09M as of Q1 2026.
  • SHP Wealth Management sold 2,188 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $202K.
  • Vanguard International Dividend Appreciation ETF made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #76 holding.
  • SHP Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $1.33M in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.