Summit Financial’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Summit Financial’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$703K	Sell	7,945 -418	-5%	-$38.6K	0.01%	896
2025 Q4	$765K	Sell	8,363 -733	-8%	-$66.3K	0.01%	751
2025 Q3	$815K	Sell	9,096 -268	-3%	-$23.9K	0.01%	712
2025 Q2	$844K	Buy	9,364 +2,327	+33%	+$201K	0.02%	448
2025 Q1	$584K	Buy	7,037 +3,864	+122%	+$321K	0.02%	479
2024 Q4	$254K	Buy	+3,173	New	+$266K	0.01%	572

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Summit Financial's VIGI Position: Q1 2026 in Review

Summit Financial reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 5% in Q1 2026, selling an estimated $38.6K and leaving 7,945 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #896.

Summit Financial first reported a position in VIGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $844K in Q2 2025. 590 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

Summit Financial held 7,945 shares of Vanguard International Dividend Appreciation ETF worth $703K as of Q1 2026.
Summit Financial sold 418 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $38.6K.
Vanguard International Dividend Appreciation ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #896 holding.
Summit Financial first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Summit Financial's Vanguard International Dividend Appreciation ETF position peaked at $844K in Q2 2025.
590 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.