Strategies Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategies Wealth 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	$15.3M	Sell	64,655 -2,571	-4%	-$590K	1.37%	13
2026 Q1	$14.5M	Sell	67,226 -1,543	-2%	-$344K	1.45%	12
2025 Q4	$15.1M	Buy	68,769 +9	+0%	+$1.97K	1.51%	12
2025 Q3	$14.8M	Sell	68,760 -4,909	-7%	-$1.03M	1.54%	12
2025 Q2	$15.1M	Buy	73,669 +17,678	+32%	+$3.43M	1.65%	12
2025 Q1	$10.9M	Buy	55,991 +1,536	+3%	+$305K	1.33%	12
2024 Q4	$11.1M	Buy	54,455 +2	+0%	+$399	1.38%	12
2024 Q3	$10.8M	Sell	54,453 -311	-0.6%	-$59.2K	1.44%	13
2024 Q2	$10M	Sell	54,764 -14,839	-21%	-$2.67M	1.46%	13
2024 Q1	$12.7M	Sell	69,603 -388	-0.6%	-$68.2K	1.96%	12
2023 Q4	$11.9M	Sell	69,991 -1,906	-3%	-$307K	2.04%	12
2023 Q3	$11.2M	Sell	71,897 -207	-0.3%	-$33.6K	2.19%	13
2023 Q2	$11.7M	Sell	72,104 -4,266	-6%	-$668K	2.39%	11
2023 Q1	$11.8M	Buy	76,370 +2,008	+3%	+$308K	2.59%	11
2022 Q4	$11.3M	Buy	+74,362	New	+$11.1M	2.78%	11
2022 Q2	$6.24M	Buy	43,490 +20,296	+88%	+$3.09M	1.79%	12
2022 Q1	$3.76M	Buy	23,194 +2,152	+10%	+$347K	1.01%	17
2021 Q4	$3.61M	Buy	+21,042	New	+$3.47M	1.01%	20

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

Strategies Wealth Advisors's VIG Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2026, selling an estimated $590K and leaving 64,655 shares worth $15.3M. The position accounts for 1.37% of the portfolio, ranked #13.

Strategies Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Strategies Wealth Advisors held 64,655 shares of Vanguard Dividend Appreciation ETF worth $15.3M as of Q2 2026.
Strategies Wealth Advisors sold 2,571 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $590K.
Vanguard Dividend Appreciation ETF made up 1.37% of Strategies Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Strategies Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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