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Sound Income Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sound Income Strategies’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 		– Sell
-786
Closed -$170K – 2328
2026
Q1 		$170K Buy
786
+219
+39% +$48.8K 0.01% 456
2025
Q4 		$128K Hold
567
– – 0.01% 523
2025
Q3 		$123K Sell
567
-650
-53% -$136K 0.01% 372
2025
Q2 		$249K Sell
1,217
-30
-2% -$5.82K 0.01% 248
2025
Q1 		$242K Buy
1,247
+50
+4% +$9.94K 0.01% 256
2024
Q4 		$234K Buy
1,197
+81
+7% +$16.2K 0.01% 224
2024
Q3 		$221K Sell
1,116
-797
-42% -$152K 0.01% 235
2024
Q2 		$349K Buy
1,913
+722
+61% +$130K 0.02% 181
2024
Q1 		$217K Sell
1,191
-46
-4% -$8.08K 0.02% 205
2023
Q4 		$211K Buy
1,237
+570
+85% +$91.7K 0.02% 190
2023
Q3 		$104K Buy
667
+607
+1,012% +$98.4K 0.01% 206
2023
Q2 		$9.75K Hold
60
– – ﹤0.01% 581
2023
Q1 		$9.24K Hold
60
– – ﹤0.01% 572
2022
Q4 		$9.11K Hold
60
– – ﹤0.01% 537
2022
Q3 		$8K Hold
60
– – ﹤0.01% 517
2022
Q2 		$9K Hold
60
– – ﹤0.01% 495
2022
Q1 		$10K Sell
60
-100
-63% -$16.1K ﹤0.01% 488
2021
Q4 		$27K Hold
160
– – ﹤0.01% 325
2021
Q3 		$25K Hold
160
– – ﹤0.01% 316
2021
Q2 		$25K Hold
160
– – ﹤0.01% 312
2021
Q1 		$23.5K Buy
160
+60
+60% +$8.54K ﹤0.01% 331
2020
Q4 		$14K Sell
100
-700
-88% -$94.9K ﹤0.01% 394
2020
Q3 		$103K Buy
800
+700
+700% +$88.1K 0.03% 127
2020
Q2 		$12K Sell
100
-53
-35% -$6.03K ﹤0.01% 366
2020
Q1 		$16K Hold
153
– – 0.01% 284
2019
Q4 		$19K Sell
153
-47
-24% -$5.69K 0.01% 240
2019
Q3 		$24K Hold
200
– – 0.01% 200
2019
Q2 		$23K Hold
200
– – 0.01% 212
2019
Q1 		$22K Hold
200
– – 0.01% 220
2018
Q4 		$20K Sell
200
-17
-8% -$1.77K 0.01% 236
2018
Q3 		$24K Buy
217
+117
+117% +$12.6K 0.01% 220
2018
Q2 		$10K Buy
+100
New +$10.2K 0.01% 320

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's VIG Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 786 shares — an estimated $170K sold.

Sound Income Strategies first reported a position in VIG in Q2 2018 and held it in 32 quarters. The position peaked at $349K in Q2 2024. 2,309 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 786 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $170K.
  • Sound Income Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and held it in 32 quarters.
  • Sound Income Strategies's Vanguard Dividend Appreciation ETF position peaked at $349K in Q2 2024.
  • 2,309 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.