Brown, Lisle/Cummings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brown, Lisle/Cummings’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	$164K	Hold	695	–	–	0.04%	253
2026 Q1	$149K	Hold	695	–	–	0.04%	247
2025 Q4	$153K	Hold	695	–	–	0.04%	238
2025 Q3	$150K	Hold	695	–	–	0.04%	237
2025 Q2	$142K	Hold	695	–	–	0.04%	246
2025 Q1	$135K	Hold	695	–	–	0.04%	248
2024 Q4	$136K	Buy	695 +200	+40%	+$39.9K	0.04%	239
2024 Q3	$98K	Hold	495	–	–	0.03%	266
2024 Q2	$90.4K	Hold	495	–	–	0.03%	263
2024 Q1	$90.4K	Hold	495	–	–	0.03%	247
2023 Q4	$84.3K	Hold	495	–	–	0.03%	249
2023 Q3	$76.9K	Sell	495 -65	-12%	-$10.5K	0.03%	242
2023 Q2	$91K	Hold	560	–	–	0.04%	234
2023 Q1	$86.2K	Hold	560	–	–	0.04%	228
2022 Q4	$85K	Hold	560	–	–	0.05%	221
2022 Q3	$75.7K	Hold	560	–	–	0.04%	219
2022 Q2	$80.3K	Hold	560	–	–	0.04%	215
2022 Q1	$90.8K	Hold	560	–	–	0.04%	217
2021 Q4	$96.2K	Buy	+560	New	+$92.3K	0.05%	210

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

Brown, Lisle/Cummings's VIG Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 695 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #253.

Brown, Lisle/Cummings first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Brown, Lisle/Cummings held 695 shares of Vanguard Dividend Appreciation ETF worth $164K as of Q2 2026.
Brown, Lisle/Cummings left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #253 holding.
Brown, Lisle/Cummings first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.