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

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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. 1,653 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.
  • 1,653 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.