Spectrum Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Spectrum Investment Advisors’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	$339K	Buy	1,431 +185	+15%	+$42.5K	0.14%	50
2026 Q1	$268K	Sell	1,246 -655	-34%	-$146K	0.13%	36
2025 Q4	$418K	Buy	+1,901	New	+$415K	0.21%	29
2025 Q1	–	Sell	-1,201	Closed	-$235K	–	28
2024 Q4	$235K	Hold	1,201	–	–	0.16%	24
2024 Q3	$238K	Sell	1,201 -191	-14%	-$36.4K	0.16%	21
2024 Q2	$254K	Hold	1,392	–	–	0.19%	23
2024 Q1	$254K	Hold	1,392	–	–	0.19%	29
2023 Q4	$237K	Buy	+1,392	New	+$224K	0.19%	31

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

Spectrum Investment Advisors's VIG Position: Q2 2026 in Review

Spectrum Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q2 2026, buying an estimated $42.5K and bringing the position to 1,431 shares worth $339K. The position accounts for 0.14% of the portfolio, ranked #50.

Spectrum Investment Advisors first reported a position in VIG in Q4 2023 and has held it in 8 quarters since. The position peaked at $418K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Spectrum Investment Advisors held 1,431 shares of Vanguard Dividend Appreciation ETF worth $339K as of Q2 2026.
Spectrum Investment Advisors bought 185 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $42.5K.
Vanguard Dividend Appreciation ETF made up 0.14% of Spectrum Investment Advisors's portfolio in Q2 2026, its #50 holding.
Spectrum Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 8 quarters since.
Spectrum Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $418K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.