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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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. 873 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.
873 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.