Spirit of America Management Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Spirit of America Management Corp’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	$1.6K	Buy	378,100 +376,112	+18,919%	+$86.4M	﹤0.01%	294
2026 Q1	$444K	Sell	1,988 -284	-13%	-$63.3K	0.09%	187
2025 Q4	$511K	Sell	2,272 -1,223	-35%	-$267K	0.11%	175
2025 Q3	$758K	Buy	3,495 +36	+1%	+$7.56K	0.15%	150
2025 Q2	$713K	Sell	3,459 -224	-6%	-$43.4K	0.15%	149
2025 Q1	$714K	Sell	3,683 -23	-0.6%	-$4.57K	0.14%	145
2024 Q4	$726K	Buy	3,706 +114	+3%	+$22.8K	0.15%	138
2024 Q3	$712K	Sell	3,592 -144	-4%	-$27.4K	0.14%	135
2024 Q2	$682K	Buy	3,736 +3,101	+488%	+$558K	0.14%	132
2024 Q1	$112K	Buy	+635	New	+$112K	0.02%	251

Other funds holding VIG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spirit of America Management Corp's VIG Position: Q2 2026 in Review

Spirit of America Management Corp increased its Vanguard Dividend Appreciation ETF (VIG) stake by 18,919% in Q2 2026, buying an estimated $86.4M and bringing the position to 378,100 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Spirit of America Management Corp first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $758K in Q3 2025. 2,107 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Spirit of America Management Corp held 378,100 shares of Vanguard Dividend Appreciation ETF worth $1.6K as of Q2 2026.
Spirit of America Management Corp bought 376,112 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $86.4M.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #294 holding.
Spirit of America Management Corp first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Spirit of America Management Corp's Vanguard Dividend Appreciation ETF position peaked at $758K in Q3 2025.
2,107 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.