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

Zacks 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 		$464K Buy
1,960
+1,029
+111% +$236K ﹤0.01% 523
2026
Q1 		$200K Sell
931
-1,058
-53% -$236K ﹤0.01% 680
2025
Q4 		$437K Buy
+1,989
New +$435K ﹤0.01% 529
2025
Q3 		– Sell
-1,043
Closed -$213K – 847
2025
Q2 		$213K Sell
1,043
-400
-28% -$77.5K ﹤0.01% 625
2025
Q1 		$280K Sell
1,443
-2,079
-59% -$413K ﹤0.01% 565
2024
Q4 		$690K Sell
3,522
-1,111
-24% -$222K 0.01% 444
2024
Q3 		$917K Buy
4,633
+1,498
+48% +$285K 0.01% 414
2024
Q2 		$572K Buy
3,135
+433
+16% +$77.9K 0.01% 422
2024
Q1 		$493K Buy
2,702
+611
+29% +$107K 0.01% 472
2023
Q4 		$356K Buy
2,091
+156
+8% +$25.1K ﹤0.01% 502
2023
Q3 		$301K Sell
1,935
-126
-6% -$20.4K ﹤0.01% 511
2023
Q2 		$335K Sell
2,061
-740
-26% -$116K ﹤0.01% 511
2023
Q1 		$431K Sell
2,801
-1,341
-32% -$205K 0.01% 470
2022
Q4 		$629K Buy
4,142
+2,214
+115% +$330K 0.01% 419
2022
Q3 		$261K Buy
1,928
+146
+8% +$21.7K ﹤0.01% 506
2022
Q2 		$256K Sell
1,782
-1,313
-42% -$200K ﹤0.01% 512
2022
Q1 		$502K Buy
3,095
+1,924
+164% +$310K 0.01% 441
2021
Q4 		$201K Buy
+1,171
New +$193K ﹤0.01% 590

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

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

Zacks Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 111% in Q2 2026, buying an estimated $236K and bringing the position to 1,960 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Zacks Investment Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $917K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Zacks Investment Management held 1,960 shares of Vanguard Dividend Appreciation ETF worth $464K as of Q2 2026.
  • Zacks Investment Management bought 1,029 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $236K.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #523 holding.
  • Zacks Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • Zacks Investment Management's Vanguard Dividend Appreciation ETF position peaked at $917K in Q3 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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