World Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

World Investment Advisors’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	$15.8M	Sell	70,587 -3,800	-5%	-$873K	0.26%	74
2026 Q1	$16M	Buy	74,387 +1,388	+2%	+$309K	0.26%	78
2025 Q4	$16M	Buy	72,999 +30,413	+71%	+$6.64M	0.26%	76
2025 Q3	$9.19M	Buy	42,586 +1,807	+4%	+$379K	0.19%	121
2025 Q2	$8.35M	Buy	40,779 +10,509	+35%	+$2.04M	0.19%	120
2025 Q1	$5.87M	Buy	30,270 +15,295	+102%	+$3.04M	0.15%	158
2024 Q4	$2.93M	Buy	14,975 +4,825	+48%	+$963K	0.08%	272
2024 Q3	$2.01M	Buy	10,150 +5,229	+106%	+$996K	0.06%	300
2024 Q2	$898K	Buy	4,921 +929	+23%	+$167K	0.06%	290
2024 Q1	$729K	Sell	3,992 -875	-18%	-$154K	0.1%	174
2023 Q4	$829K	Buy	4,867 +2,718	+126%	+$437K	0.11%	163
2023 Q3	$336K	Buy	+2,149	New	+$348K	0.07%	185

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Investment Advisors's VIG Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.1% in Q2 2026, selling an estimated $873K and leaving 70,587 shares worth $15.8M. The position accounts for 0.26% of the portfolio, ranked #74.

World Investment Advisors first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $16M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

World Investment Advisors held 70,587 shares of Vanguard Dividend Appreciation ETF worth $15.8M as of Q2 2026.
World Investment Advisors sold 3,800 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $873K.
Vanguard Dividend Appreciation ETF made up 0.26% of World Investment Advisors's portfolio in Q2 2026, its #74 holding.
World Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
World Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $16M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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