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

Synergy 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 		– Sell
-306
Closed -$65.6K – 1185
2026
Q1 		$65.6K Buy
+306
New +$68.2K 0.02% 249
2025
Q2 		– Sell
-199
Closed -$38.6K – 549
2025
Q1 		$38.6K Hold
199
– – 0.02% 255
2024
Q4 		$39K Buy
+199
New +$39.7K 0.02% 261

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

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

Synergy Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 306 shares — an estimated $65.6K sold.

Synergy Investment Management first reported a position in VIG in Q4 2024 and held it in 3 quarters. The position peaked at $65.6K in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Synergy Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 306 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $65.6K.
  • Synergy Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's Vanguard Dividend Appreciation ETF position peaked at $65.6K in Q1 2026.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.