Alan B. Lancz & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alan B. Lancz & Associates’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	$663K	Sell	2,800 -20	-0.7%	-$4.59K	0.58%	45
2026 Q1	$606K	Hold	2,820	–	–	0.59%	46
2025 Q4	$620K	Buy	2,820 +400	+17%	+$87.4K	0.54%	46
2025 Q3	$522K	Sell	2,420 -67	-3%	-$14.1K	0.47%	54
2025 Q2	$509K	Hold	2,487	–	–	0.51%	48
2025 Q1	$482K	Hold	2,487	–	–	0.51%	53
2024 Q4	$487K	Buy	2,487 +1	+0%	+$200	0.49%	50
2024 Q3	$492K	Hold	2,486	–	–	0.45%	58
2024 Q2	$454K	Buy	+2,486	New	+$447K	0.45%	57
2023 Q4	$424K	Hold	2,485	–	–	0.44%	61
2023 Q3	$386K	Buy	2,485 +1	+0%	+$162	0.44%	67
2023 Q2	$404K	Hold	2,484	–	–	0.43%	74
2023 Q1	$383K	Hold	2,484	–	–	0.4%	79
2022 Q4	$389K	Buy	2,484 +20	+0.8%	+$2.98K	0.39%	81
2022 Q3	$333K	Buy	2,464 +1	+0%	+$149	0.4%	78
2022 Q2	$377K	Buy	+2,463	New	+$375K	0.37%	79

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

Alan B. Lancz & Associates's VIG Position: Q2 2026 in Review

Alan B. Lancz & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.71% in Q2 2026, selling an estimated $4.59K and leaving 2,800 shares worth $663K. The position accounts for 0.58% of the portfolio, ranked #45.

Alan B. Lancz & Associates first reported a position in VIG in Q2 2022 and has held it in 16 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Alan B. Lancz & Associates held 2,800 shares of Vanguard Dividend Appreciation ETF worth $663K as of Q2 2026.
Alan B. Lancz & Associates sold 20 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.59K.
Vanguard Dividend Appreciation ETF made up 0.58% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #45 holding.
Alan B. Lancz & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 16 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.