LKBC
VIG icon

L.K. Benson & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

L.K. Benson & Company’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 		$516K Buy
2,178
+1
+0% +$230 0.16% 78
2026
Q1 		$468K Buy
2,177
+2
+0.1% +$446 0.15% 75
2025
Q4 		$478K Sell
2,175
-161
-7% -$35.2K 0.24% 75
2025
Q3 		$504K Sell
2,336
-483
-17% -$101K 0.27% 72
2025
Q2 		$577K Sell
2,819
-572
-17% -$111K 0.35% 59
2025
Q1 		$658K Buy
3,391
+4
+0.1% +$795 0.46% 50
2024
Q4 		$663K Buy
+3,387
New +$676K 0.47% 47

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

L.K. Benson & Company's VIG Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $230 and bringing the position to 2,178 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #78.

L.K. Benson & Company first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $663K in Q4 2024. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • L.K. Benson & Company held 2,178 shares of Vanguard Dividend Appreciation ETF worth $516K as of Q2 2026.
  • L.K. Benson & Company bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
  • Vanguard Dividend Appreciation ETF made up 0.16% of L.K. Benson & Company's portfolio in Q2 2026, its #78 holding.
  • L.K. Benson & Company first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's Vanguard Dividend Appreciation ETF position peaked at $663K in Q4 2024.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.