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

Strategic Investment Solutions’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	$1.69M	Sell	7,143 -678	-9%	-$156K	0.39%	53
2026 Q1	$1.68M	Sell	7,821 -722	-8%	-$161K	0.41%	48
2025 Q4	$1.88M	Sell	8,543 -1,932	-18%	-$422K	0.45%	45
2025 Q3	$2.26M	Sell	10,475 -1,463	-12%	-$307K	0.6%	40
2025 Q2	$2.44M	Sell	11,938 -2,494	-17%	-$483K	0.74%	33
2025 Q1	$2.8M	Buy	14,432 +5,980	+71%	+$1.19M	0.81%	28
2024 Q4	$1.49M	Sell	8,452 -9,216	-52%	-$1.84M	0.5%	40
2024 Q3	$3.5M	Buy	17,668 +1,277	+8%	+$243K	1.05%	24
2024 Q2	$3.09M	Buy	+16,391	New	+$2.95M	1%	25
2023 Q4	$1.46M	Sell	8,568 -198,429	-96%	-$31.9M	0.25%	57
2023 Q3	$33.6M	Buy	206,997 +204,751	+9,116%	+$33.2M	0.41%	45
2023 Q2	$347K	Sell	2,246 -205	-8%	-$32.1K	0.07%	91
2023 Q1	$377K	Buy	+2,451	New	+$375K	0.07%	126

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 Solutions's VIG Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.7% in Q2 2026, selling an estimated $156K and leaving 7,143 shares worth $1.69M. The position accounts for 0.39% of the portfolio, ranked #53.

Strategic Investment Solutions first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $33.6M in Q3 2023. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Strategic Investment Solutions held 7,143 shares of Vanguard Dividend Appreciation ETF worth $1.69M as of Q2 2026.
Strategic Investment Solutions sold 678 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $156K.
Vanguard Dividend Appreciation ETF made up 0.39% of Strategic Investment Solutions's portfolio in Q2 2026, its #53 holding.
Strategic Investment Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Vanguard Dividend Appreciation ETF position peaked at $33.6M in Q3 2023.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.