Summit Investment Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit Investment Advisory Services’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 Q1	$584K	Sell	2,717 -312	-10%	-$69.6K	0.22%	39
2025 Q4	$666K	Buy	3,029 +255	+9%	+$55.7K	0.25%	38
2025 Q3	$599K	Sell	2,774 -143	-5%	-$30K	0.24%	37
2025 Q2	$597K	Hold	2,917	–	–	0.26%	38
2025 Q1	$566K	Sell	2,917 -33	-1%	-$6.56K	0.28%	37
2024 Q4	$578K	Sell	2,950 -241	-8%	-$48.1K	0.3%	38
2024 Q3	$632K	Buy	+3,191	New	+$608K	0.34%	35
2024 Q2	–	Sell	-3,182	Closed	-$581K	–	92
2024 Q1	$581K	Buy	3,182 +170	+6%	+$29.9K	0.34%	35
2023 Q4	$513K	Sell	3,012 -235	-7%	-$37.8K	0.32%	37
2023 Q3	$505K	Buy	3,247 +9	+0.3%	+$1.46K	0.37%	31
2023 Q2	$526K	Hold	3,238	–	–	0.35%	30
2023 Q1	$499K	Sell	3,238 -515	-14%	-$78.9K	0.36%	30
2022 Q4	$570K	Buy	+3,753	New	+$559K	0.69%	23

Other funds holding VIG

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

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Investment Advisory Services's VIG Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q1 2026, selling an estimated $69.6K and leaving 2,717 shares worth $584K. The position accounts for 0.22% of the portfolio, ranked #39.

Summit Investment Advisory Services first reported a position in VIG in Q4 2022 and has held it in 13 quarters since. The position peaked at $666K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Summit Investment Advisory Services held 2,717 shares of Vanguard Dividend Appreciation ETF worth $584K as of Q1 2026.
Summit Investment Advisory Services sold 312 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $69.6K.
Vanguard Dividend Appreciation ETF made up 0.22% of Summit Investment Advisory Services's portfolio in Q1 2026, its #39 holding.
Summit Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $666K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.