LHWM
VIG icon

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
2022
Q4 		– Sell
-2,093
Closed -$283K – 66
2022
Q3 		$283K Buy
+2,093
New +$311K 0.26% 28

Other funds holding VIG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Lake Hills Wealth Management's VIG Position: Q3 2026 in Review

Lake Hills Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,478 shares worth $345K. The position accounts for 0.16% of the portfolio, ranked #53.

Lake Hills Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $767K in Q4 2021. 120 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Lake Hills Wealth Management held 1,478 shares of Vanguard Dividend Appreciation ETF worth $345K as of Q3 2026.
  • Lake Hills Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.16% of Lake Hills Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Lake Hills Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Lake Hills Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $767K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Lake Hills Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.