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

Wells Financial 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
Q1 		– Sell
-60
Closed -$5.49K – 68
2025
Q4 		$5.49K Buy
+60
New +$5.43K 0.01% 68

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Financial Advisors's VIGI Position: Q1 2026 in Review

Wells Financial Advisors sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2026, closing a stake of 60 shares — an estimated $5.49K sold.

Wells Financial Advisors first reported a position in VIGI in Q4 2025 and held it in 1 quarter. The position peaked at $5.49K in Q4 2025. 596 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

  • Wells Financial Advisors reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 60 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $5.49K.
  • Wells Financial Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2025 and held it in 1 quarter.
  • Wells Financial Advisors's Vanguard International Dividend Appreciation ETF position peaked at $5.49K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.