Waverly Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Waverly Advisors’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	$3.21M	Sell	34,324 -1,477	-4%	-$137K	0.02%	576
2026 Q1	$3.17M	Sell	35,801 -5,253	-13%	-$485K	0.02%	533
2025 Q4	$3.75M	Buy	41,054 +4,875	+13%	+$441K	0.03%	437
2025 Q3	$3.24M	Sell	36,179 -835	-2%	-$74.4K	0.03%	402
2025 Q2	$3.34M	Sell	37,014 -742	-2%	-$64.1K	0.04%	385
2025 Q1	$3.13M	Sell	37,756 -37	-0.1%	-$3.08K	0.04%	382
2024 Q4	$3.02M	Buy	37,793 +951	+3%	+$79.8K	0.05%	297
2024 Q3	$3.25M	Buy	36,842 +2,071	+6%	+$176K	0.06%	252
2024 Q2	$2.83M	Buy	34,771 +1,041	+3%	+$83.6K	0.06%	263
2024 Q1	$2.75M	Buy	+33,730	New	+$2.7M	0.06%	214

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

Waverly Advisors's VIGI Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 4.1% in Q2 2026, selling an estimated $137K and leaving 34,324 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #576.

Waverly Advisors first reported a position in VIGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2025. 606 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

Waverly Advisors held 34,324 shares of Vanguard International Dividend Appreciation ETF worth $3.21M as of Q2 2026.
Waverly Advisors sold 1,477 Vanguard International Dividend Appreciation ETF shares in Q2 2026, an estimated $137K.
Vanguard International Dividend Appreciation ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #576 holding.
Waverly Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's Vanguard International Dividend Appreciation ETF position peaked at $3.75M in Q4 2025.
606 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.