Strategic Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic 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	–	Sell	-29,016	Closed	-$6.24M	–	192
2026 Q1	$6.24M	Buy	29,016 +4,484	+18%	+$1,000K	1.04%	28
2025 Q4	$5.39M	Buy	24,532 +18,479	+305%	+$4.04M	0.84%	29
2025 Q3	$1.31M	Buy	6,053 +4,413	+269%	+$927K	0.21%	92
2025 Q2	$336K	Buy	+1,640	New	+$318K	0.07%	141
2022 Q1	–	Sell	-2,557	Closed	-$439K	–	211
2021 Q4	$439K	Buy	+2,557	New	+$421K	0.06%	154
2013 Q3	–	Sell	-5,199	Closed	-$347K	–	132
2013 Q2	$347K	Buy	+5,199	New	+$349K	0.31%	92

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

Strategic Advisors's VIG Position: Q2 2026 in Review

Strategic Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 29,016 shares — an estimated $6.24M sold.

Strategic Advisors first reported a position in VIG in Q2 2013 and held it in 6 quarters. The position peaked at $6.24M in Q1 2026. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Strategic Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Strategic Advisors sold 29,016 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.24M.
Strategic Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 6 quarters.
Strategic Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.24M in Q1 2026.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.