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

Studio 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 		$33.7M Sell
142,547
-1,164
-0.8% -$267K 5.7% 2
2026
Q1 		$30.9M Sell
143,711
-349
-0.2% -$77.8K 5.57% 2
2025
Q4 		$31.7M Sell
144,060
-196
-0.1% -$42.8K 5.79% 2
2025
Q3 		$31.3M Sell
144,256
-1,003
-0.7% -$211K 5.9% 2
2025
Q2 		$29.9M Buy
145,259
+818
+0.6% +$159K 5.99% 2
2025
Q1 		$28M Buy
144,441
+2,242
+2% +$446K 5.79% 2
2024
Q4 		$27.8M Buy
142,199
+1,826
+1% +$365K 5.92% 2
2024
Q3 		$27.9M Buy
140,373
+2,607
+2% +$496K 5.87% 3
2024
Q2 		$25.4M Buy
137,766
+5,201
+4% +$936K 5.78% 3
2024
Q1 		$24.2M Buy
132,565
+904
+0.7% +$159K 5.75% 3
2023
Q4 		$22.4M Sell
131,661
-11,569
-8% -$1.86M 5.72% 3
2023
Q3 		$22.4M Buy
143,230
+6,952
+5% +$1.13M 6.25% 3
2023
Q2 		$22.2M Buy
136,278
+3,117
+2% +$488K 6.22% 3
2023
Q1 		$20.5M Sell
133,161
-3,403
-2% -$521K 6.19% 3
2022
Q4 		$20.7M Buy
136,564
+5,006
+4% +$746K 6.73% 2
2022
Q3 		$17.8M Buy
131,558
+19,597
+18% +$2.92M 6.4% 3
2022
Q2 		$16.1M Buy
111,961
+7,513
+7% +$1.14M 5.58% 2
2022
Q1 		$16.9M Buy
104,448
+7,944
+8% +$1.28M 5.58% 3
2021
Q4 		$16.6M Sell
96,504
-86
-0.1% -$14.2K 5.97% 3
2021
Q3 		$14.8M Buy
+96,590
New +$15.4M 6.34% 3

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Studio Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.81% in Q2 2026, selling an estimated $267K and leaving 142,547 shares worth $33.7M. The position accounts for 5.7% of the portfolio, ranked #2.

Studio Investment Management first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Studio Investment Management held 142,547 shares of Vanguard Dividend Appreciation ETF worth $33.7M as of Q2 2026.
  • Studio Investment Management sold 1,164 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $267K.
  • Vanguard Dividend Appreciation ETF made up 5.7% of Studio Investment Management's portfolio in Q2 2026, its #2 holding.
  • Studio Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.