LFP
VIG icon

Lakeshore Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lakeshore Financial Planning’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 		$447K Buy
1,888
+193
+11% +$44.3K 0.14% 47
2026
Q1 		$365K Buy
1,695
+451
+36% +$101K 0.13% 51
2025
Q4 		$273K Buy
1,244
+46
+4% +$10.1K 0.1% 64
2025
Q3 		$259K Buy
1,198
+81
+7% +$17K 0.1% 65
2025
Q2 		$229K Buy
1,117
+50
+5% +$9.69K 0.09% 68
2025
Q1 		$207K Buy
+1,067
New +$212K 0.09% 74

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lakeshore Financial Planning's VIG Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, buying an estimated $44.3K and bringing the position to 1,888 shares worth $447K. The position accounts for 0.14% of the portfolio, ranked #47.

Lakeshore Financial Planning first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Lakeshore Financial Planning held 1,888 shares of Vanguard Dividend Appreciation ETF worth $447K as of Q2 2026.
  • Lakeshore Financial Planning bought 193 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $44.3K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Lakeshore Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Lakeshore Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.