L.J. Altfest & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

L.J. Altfest & Co’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 Q1	$256K	Buy	1,192 +4	+0.3%	+$892	0.03%	288
2025 Q4	$261K	Buy	1,188 +9	+0.8%	+$1.97K	0.03%	299
2025 Q3	$254K	Buy	1,179 +4	+0.3%	+$840	0.03%	303
2025 Q2	$240K	Hold	1,175	–	–	0.03%	303
2025 Q1	$228K	Buy	1,175 +6	+0.5%	+$1.19K	0.03%	299
2024 Q4	$229K	Buy	1,169 +9	+0.8%	+$1.8K	0.03%	295
2024 Q3	$230K	Buy	+1,160	New	+$221K	0.03%	306

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

L.J. Altfest & Co's VIG Position: Q1 2026 in Review

L.J. Altfest & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q1 2026, buying an estimated $892 and bringing the position to 1,192 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #288.

L.J. Altfest & Co first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $261K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

L.J. Altfest & Co held 1,192 shares of Vanguard Dividend Appreciation ETF worth $256K as of Q1 2026.
L.J. Altfest & Co bought 4 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $892.
Vanguard Dividend Appreciation ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #288 holding.
L.J. Altfest & Co first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
L.J. Altfest & Co's Vanguard Dividend Appreciation ETF position peaked at $261K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.