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Joseph P. Lucia & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Joseph P. Lucia & 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 		$3.04M Buy
12,868
+593
+5% +$136K 0.92% 28
2026
Q1 		$2.64M Sell
12,275
-44
-0.4% -$9.81K 0.94% 30
2025
Q4 		$2.71M Buy
12,319
+102
+0.8% +$22.3K 0.98% 30
2025
Q3 		$2.64M Buy
12,217
+70
+0.6% +$14.7K 0.99% 29
2025
Q2 		$2.49M Hold
12,147
– – 1.02% 30
2025
Q1 		$2.36M Sell
12,147
-161
-1% -$32K 1.08% 32
2024
Q4 		$2.41M Sell
12,308
-36
-0.3% -$7.19K 1.07% 32
2024
Q3 		$2.44M Sell
12,344
-133
-1% -$25.3K 1.13% 30
2024
Q2 		$2.28M Sell
12,477
-55
-0.4% -$9.9K 1.17% 28
2024
Q1 		$2.29M Sell
12,532
-8
-0.1% -$1.41K 1.23% 29
2023
Q4 		$2.14M Sell
12,540
-425
-3% -$68.4K 1.33% 26
2023
Q3 		$2.01M Sell
12,965
-54
-0.4% -$8.75K 1.41% 24
2023
Q2 		$2.11M Sell
13,019
-1,010
-7% -$158K 1.42% 25
2023
Q1 		$2.16M Sell
14,029
-638
-4% -$97.7K 1.51% 20
2022
Q4 		$2.23M Sell
14,667
-2,090
-12% -$311K 1.67% 17
2022
Q3 		$2.27M Sell
16,757
-325
-2% -$48.4K 1.78% 17
2022
Q2 		$2.45M Buy
17,082
+1,239
+8% +$189K 1.73% 17
2022
Q1 		$2.57M Buy
15,843
+7,425
+88% +$1.2M 1.56% 20
2021
Q4 		$1.45M Buy
8,418
+3,526
+72% +$581K 0.92% 37
2021
Q3 		$751K Buy
4,892
+2,000
+69% +$319K 0.45% 59
2021
Q2 		$448K Sell
2,892
-23
-0.8% -$3.53K 0.27% 89
2021
Q1 		$429K Buy
2,915
+395
+16% +$56.2K 0.19% 80
2020
Q4 		$356K Sell
2,520
-95
-4% -$12.9K 0.25% 78
2020
Q3 		$336K Buy
2,615
+85
+3% +$10.7K 0.31% 71
2020
Q2 		$296K Buy
2,530
+275
+12% +$31.3K 0.27% 76
2020
Q1 		$233K Buy
2,255
+5
+0.2% +$597 0.26% 76
2019
Q4 		$280K Buy
2,250
+5
+0.2% +$605 0.25% 76
2019
Q3 		$268K Buy
2,245
+175
+8% +$20.6K 0.28% 73
2019
Q2 		$238K Sell
2,070
-217,641
-99% -$24.4M 0.25% 81
2019
Q1 		$1.98K Buy
+219,711
New +$23.2M 0.15% 90

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

Joseph P. Lucia & Associates's VIG Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.8% in Q2 2026, buying an estimated $136K and bringing the position to 12,868 shares worth $3.04M. The position accounts for 0.92% of the portfolio, ranked #28.

Joseph P. Lucia & Associates first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Joseph P. Lucia & Associates held 12,868 shares of Vanguard Dividend Appreciation ETF worth $3.04M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 593 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Dividend Appreciation ETF made up 0.92% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #28 holding.
  • Joseph P. Lucia & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.