Landmark Wealth Management (New York)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Landmark Wealth Management (New York)’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	$3.28M	Sell	13,858 -237	-2%	-$54.4K	0.78%	28
2026 Q1	$3.03M	Buy	14,095 +1,956	+16%	+$436K	0.81%	27
2025 Q4	$2.67M	Sell	12,139 -472	-4%	-$103K	1.02%	26
2025 Q3	$2.72M	Sell	12,611 -785	-6%	-$165K	1.08%	25
2025 Q2	$2.74M	Sell	13,396 -894	-6%	-$173K	1.17%	22
2025 Q1	$2.77M	Sell	14,290 -295	-2%	-$58.7K	1.22%	25
2024 Q4	$2.86M	Buy	14,585 +4	+0%	+$799	1.27%	25
2024 Q3	$2.89M	Buy	+14,581	New	+$2.78M	1.26%	24
2024 Q2	–	Sell	-15,399	Closed	-$2.81M	–	69
2024 Q1	$2.81M	Sell	15,399 -179	-1%	-$31.4K	1.3%	23
2023 Q4	$2.65M	Buy	15,578 +86	+0.6%	+$13.8K	1.31%	23
2023 Q3	$2.41M	Buy	+15,492	New	+$2.51M	1.37%	21
2023 Q2	–	Sell	-15,670	Closed	-$2.41M	–	67
2023 Q1	$2.41M	Buy	15,670 +2,803	+22%	+$429K	1.34%	21
2022 Q4	$1.95M	Sell	12,867 -1,734	-12%	-$258K	1.41%	22
2022 Q3	$1.97M	Buy	+14,601	New	+$2.17M	1.49%	19
2022 Q2	–	Sell	-14,369	Closed	-$2.33M	–	73
2022 Q1	$2.33M	Sell	14,369 -597	-4%	-$96.3K	1.24%	19
2021 Q4	$3M	Buy	+14,966	New	+$2.47M	1.75%	15

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Landmark Wealth Management (New York)'s VIG Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $54.4K and leaving 13,858 shares worth $3.28M. The position accounts for 0.78% of the portfolio, ranked #28.

Landmark Wealth Management (New York) first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Landmark Wealth Management (New York) held 13,858 shares of Vanguard Dividend Appreciation ETF worth $3.28M as of Q2 2026.
Landmark Wealth Management (New York) sold 237 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $54.4K.
Vanguard Dividend Appreciation ETF made up 0.78% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #28 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.