SMI Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SMI Advisory Services’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	$272K	Hold	1,136	–	–	0.04%	54
2026 Q1	$246K	Sell	1,136 -3	-0.3%	-$669	0.04%	55
2025 Q4	$257K	Sell	1,139 -90	-7%	-$19.7K	0.04%	52
2025 Q3	$268K	Hold	1,229	–	–	0.05%	45
2025 Q2	$252K	Buy	+1,229	New	+$238K	0.05%	44
2025 Q1	–	Sell	-1,229	Closed	-$239K	–	64
2024 Q4	$239K	Hold	1,229	–	–	0.06%	49
2024 Q3	$242K	Sell	1,229 -100	-8%	-$19K	0.05%	50
2024 Q2	$244K	Buy	+1,329	New	+$239K	0.06%	53
2024 Q1	–	Sell	-1,279	Closed	-$218K	–	75
2023 Q4	$218K	Hold	1,279	–	–	0.06%	47
2023 Q3	$203K	Buy	+1,279	New	+$207K	0.07%	43

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

SMI Advisory Services's VIG Position: Q2 2026 in Review

SMI Advisory Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,136 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #54.

SMI Advisory Services first reported a position in VIG in Q3 2023 and has held it in 10 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SMI Advisory Services held 1,136 shares of Vanguard Dividend Appreciation ETF worth $272K as of Q2 2026.
SMI Advisory Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of SMI Advisory Services's portfolio in Q2 2026, its #54 holding.
SMI Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 10 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.