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

Strategic Wealth Investment Group’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	$642K	Sell	2,714 -330	-11%	-$75.8K	0.08%	73
2026 Q1	$655K	Sell	3,044 -608	-17%	-$136K	0.08%	67
2025 Q4	$803K	Sell	3,652 -1,947	-35%	-$425K	0.1%	65
2025 Q3	$1.21M	Buy	5,599 +3,730	+200%	+$783K	0.1%	66
2025 Q2	$383K	Buy	1,869 +196	+12%	+$38K	0.55%	44
2025 Q1	$325K	Sell	1,673 -2,160	-56%	-$430K	0.56%	44
2024 Q4	$751K	Buy	3,833 +638	+20%	+$127K	0.08%	81
2024 Q3	$629K	Buy	+3,195	New	+$608K	0.07%	90

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 Wealth Investment Group's VIG Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, selling an estimated $75.8K and leaving 2,714 shares worth $642K. The position accounts for 0.08% of the portfolio, ranked #73.

Strategic Wealth Investment Group first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Strategic Wealth Investment Group held 2,714 shares of Vanguard Dividend Appreciation ETF worth $642K as of Q2 2026.
Strategic Wealth Investment Group sold 330 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $75.8K.
Vanguard Dividend Appreciation ETF made up 0.08% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #73 holding.
Strategic Wealth Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Strategic Wealth Investment Group's Vanguard Dividend Appreciation ETF position peaked at $1.21M in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.