Sterling Investment Advisors (Pennsylvania)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$981K	Buy	4,147 +1	+0%	+$230	0.16%	105
2026 Q1	$892K	Buy	4,146 +1	+0%	+$223	0.16%	106
2025 Q4	$911K	Buy	4,145 +3	+0.1%	+$655	0.17%	103
2025 Q3	$894K	Buy	4,142 +1	+0%	+$210	0.17%	103
2025 Q2	$848K	Buy	4,141 +51	+1%	+$9.88K	0.19%	103
2025 Q1	$793K	Buy	+4,090	New	+$813K	0.19%	99
2022 Q2	–	Sell	-8	Closed	-$1K	–	633
2022 Q1	$1K	Sell	8 -27	-77%	-$4.36K	﹤0.01%	572
2021 Q4	$6K	Buy	35 +8	+30%	+$1.32K	﹤0.01%	476
2021 Q3	$4K	Hold	27	–	–	﹤0.01%	512
2021 Q2	$4K	Hold	27	–	–	﹤0.01%	478
2021 Q1	$4K	Buy	+27	New	+$3.84K	﹤0.01%	467

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

Sterling Investment Advisors (Pennsylvania)'s VIG Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q2 2026, buying an estimated $230 and bringing the position to 4,147 shares worth $981K. The position accounts for 0.16% of the portfolio, ranked #105.

Sterling Investment Advisors (Pennsylvania) first reported a position in VIG in Q1 2021 and has held it in 11 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 4,147 shares of Vanguard Dividend Appreciation ETF worth $981K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.16% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #105 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 11 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.