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 Q2	$694K	Sell	7,434 -511	-6%	-$47.4K	0.01%	976
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 $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial's VIGI Position: Q2 2026 in Review

Summit Financial reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 6.4% in Q2 2026, selling an estimated $47.4K and leaving 7,434 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #976.

Summit Financial first reported a position in VIGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $844K in Q2 2025. 608 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

Summit Financial held 7,434 shares of Vanguard International Dividend Appreciation ETF worth $694K as of Q2 2026.
Summit Financial sold 511 Vanguard International Dividend Appreciation ETF shares in Q2 2026, an estimated $47.4K.
Vanguard International Dividend Appreciation ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #976 holding.
Summit Financial first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Summit Financial's Vanguard International Dividend Appreciation ETF position peaked at $844K in Q2 2025.
608 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.