Lake Hills Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lake Hills Wealth Management’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	$350K	Hold	1,478	–	–	0.16%	54
2026 Q1	$318K	Hold	1,478	–	–	0.18%	46
2025 Q4	$325K	Sell	1,478 -144	-9%	-$31.5K	0.17%	47
2025 Q3	$350K	Hold	1,622	–	–	0.19%	36
2025 Q2	$332K	Hold	1,622	–	–	0.19%	41
2025 Q1	$315K	Hold	1,622	–	–	0.22%	36
2024 Q4	$318K	Hold	1,622	–	–	0.22%	49
2024 Q3	$321K	Hold	1,622	–	–	0.22%	41
2024 Q2	$296K	Hold	1,622	–	–	0.21%	38
2024 Q1	$296K	Hold	1,622	–	–	0.27%	36
2023 Q4	$276K	Hold	1,622	–	–	0.28%	31
2023 Q3	$252K	Hold	1,622	–	–	0.26%	31
2023 Q2	$263K	Hold	1,622	–	–	0.29%	36
2023 Q1	$250K	Sell	1,622 -471	-23%	-$72.2K	0.26%	28
2022 Q4	$318K	Buy	+2,093	New	+$312K	0.32%	37
2022 Q3	–	Sell	-2,093	Closed	-$311K	–	53
2022 Q2	$300K	Sell	2,093 -2,007	-49%	-$305K	0.22%	26
2022 Q1	$665K	Sell	4,100 -367	-8%	-$59.2K	0.48%	25
2021 Q4	$767K	Buy	+4,467	New	+$736K	0.54%	31

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lake Hills Wealth Management's VIG Position: Q2 2026 in Review

Lake Hills Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,478 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #54.

Lake Hills Wealth Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $767K in Q4 2021. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lake Hills Wealth Management held 1,478 shares of Vanguard Dividend Appreciation ETF worth $350K as of Q2 2026.
Lake Hills Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.16% of Lake Hills Wealth Management's portfolio in Q2 2026, its #54 holding.
Lake Hills Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Lake Hills Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $767K in Q4 2021.
1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.