Y-Intercept (HK)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Y-Intercept (HK)’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	$565K	Buy	2,388 +762	+47%	+$175K	0.01%	1281
2026 Q1	$350K	Buy	+1,626	New	+$362K	0.01%	1342
2023 Q1	–	Sell	-3,791	Closed	-$576K	–	1561
2022 Q4	$576K	Sell	3,791 -10,539	-74%	-$1.57M	0.08%	384
2022 Q3	$1.94M	Buy	14,330 +11,279	+370%	+$1.68M	0.19%	151
2022 Q2	$438K	Buy	+3,051	New	+$464K	0.06%	469
2021 Q4	–	Sell	-3,670	Closed	-$564K	–	905
2021 Q3	$564K	Buy	+3,670	New	+$585K	0.1%	308
2021 Q2	–	Sell	-4,274	Closed	-$629K	–	924
2021 Q1	$629K	Buy	+4,274	New	+$608K	0.17%	192

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

Y-Intercept (HK)'s VIG Position: Q2 2026 in Review

Y-Intercept (HK) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 47% in Q2 2026, buying an estimated $175K and bringing the position to 2,388 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #1281.

Y-Intercept (HK) first reported a position in VIG in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.94M in Q3 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Y-Intercept (HK) held 2,388 shares of Vanguard Dividend Appreciation ETF worth $565K as of Q2 2026.
Y-Intercept (HK) bought 762 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $175K.
Vanguard Dividend Appreciation ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1281 holding.
Y-Intercept (HK) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 7 quarters since.
Y-Intercept (HK)'s Vanguard Dividend Appreciation ETF position peaked at $1.94M in Q3 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.