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

Sunrise Financial Services’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 		$12.4K Hold
133
– – 0.01% 218
2026
Q1 		$11.8K Hold
133
– – 0.01% 221
2025
Q4 		$12.2K Buy
+133
New +$12K 0.01% 197

Other funds holding VIGI

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunrise Financial Services's VIGI Position: Q2 2026 in Review

Sunrise Financial Services held its Vanguard International Dividend Appreciation ETF (VIGI) position steady in Q2 2026 at 133 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #218.

Sunrise Financial Services first reported a position in VIGI in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

  • Sunrise Financial Services held 133 shares of Vanguard International Dividend Appreciation ETF worth $12.4K as of Q2 2026.
  • Sunrise Financial Services left its Vanguard International Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard International Dividend Appreciation ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #218 holding.
  • Sunrise Financial Services first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

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