Stratos Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stratos Investment Management’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	$531K	Sell	2,245 -113	-5%	-$25.9K	0.02%	255
2026 Q1	$507K	Buy	2,358 +350	+17%	+$78K	0.02%	250
2025 Q4	$441K	Buy	2,008 +397	+25%	+$86.7K	0.02%	249
2025 Q3	$348K	Buy	1,611 +338	+27%	+$71K	0.01%	282
2025 Q2	$261K	Buy	1,273 +140	+12%	+$27.1K	0.01%	317
2025 Q1	$220K	Sell	1,133 -150	-12%	-$29.8K	0.01%	294
2024 Q4	$251K	Buy	+1,283	New	+$256K	0.02%	233

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

Stratos Investment Management's VIG Position: Q2 2026 in Review

Stratos Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.8% in Q2 2026, selling an estimated $25.9K and leaving 2,245 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #255.

Stratos Investment Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Stratos Investment Management held 2,245 shares of Vanguard Dividend Appreciation ETF worth $531K as of Q2 2026.
Stratos Investment Management sold 113 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $25.9K.
Vanguard Dividend Appreciation ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #255 holding.
Stratos Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.