Lakeside Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lakeside Advisors’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	$1.15M	Buy	4,863 +2,175	+81%	+$499K	0.72%	27
2026 Q1	$578K	Buy	2,688 +300	+13%	+$66.9K	0.39%	41
2025 Q4	$525K	Buy	2,388 +815	+52%	+$178K	0.34%	42
2025 Q3	$339K	Hold	1,573	–	–	0.21%	50
2025 Q2	$322K	Sell	1,573 -50	-3%	-$9.69K	0.21%	52
2025 Q1	$315K	Hold	1,623	–	–	0.21%	52
2024 Q4	$318K	Hold	1,623	–	–	0.21%	53
2024 Q3	$321K	Sell	1,623 -50	-3%	-$9.52K	0.2%	53
2024 Q2	$305K	Hold	1,673	–	–	0.2%	54
2024 Q1	$306K	Hold	1,673	–	–	0.2%	53
2023 Q4	$285K	Hold	1,673	–	–	0.2%	54
2023 Q3	$260K	Hold	1,673	–	–	0.2%	52
2023 Q2	$272K	Sell	1,673 -50	-3%	-$7.83K	0.2%	50
2023 Q1	$265K	Hold	1,723	–	–	0.2%	50
2022 Q4	$262K	Hold	1,723	–	–	0.21%	51
2022 Q3	$233K	Hold	1,723	–	–	0.21%	52
2022 Q2	$247K	Hold	1,723	–	–	0.21%	53
2022 Q1	$279K	Hold	1,723	–	–	0.21%	50
2021 Q4	$296K	Buy	+1,723	New	+$284K	0.22%	43

Other funds holding VIG

HWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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 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

Lakeside Advisors's VIG Position: Q2 2026 in Review

Lakeside Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 81% in Q2 2026, buying an estimated $499K and bringing the position to 4,863 shares worth $1.15M. The position accounts for 0.72% of the portfolio, ranked #27.

Lakeside Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 1,653 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lakeside Advisors held 4,863 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q2 2026.
Lakeside Advisors bought 2,175 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $499K.
Vanguard Dividend Appreciation ETF made up 0.72% of Lakeside Advisors's portfolio in Q2 2026, its #27 holding.
Lakeside Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
1,653 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.