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

Strategic 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	$122K	Buy	+515	New	+$118K	0.01%	371
2024 Q1	–	Sell	-1,184	Closed	-$202K	–	255
2023 Q4	$202K	Sell	1,184 -132	-10%	-$21.2K	0.03%	232
2023 Q3	$205K	Buy	+1,316	New	+$213K	0.03%	230

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 Investment Advisors's VIG Position: Q2 2026 in Review

Strategic Investment Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 515 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in VIG as recently as Q4 2023.

Strategic Investment Advisors first reported a position in VIG in Q3 2023 and has held it in 3 quarters since. The position peaked at $205K in Q3 2023. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Strategic Investment Advisors held 515 shares of Vanguard Dividend Appreciation ETF worth $122K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Strategic Investment Advisors position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #371 holding.
Strategic Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 3 quarters since.
Strategic Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $205K in Q3 2023.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.