Lantern Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lantern Wealth 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	$981K	Buy	4,145 +352	+9%	+$80.8K	0.45%	61
2026 Q1	$816K	Buy	3,793 +352	+10%	+$78.5K	0.42%	61
2025 Q4	$756K	Sell	3,441 -20,795	-86%	-$4.54M	0.4%	65
2025 Q3	$721K	Buy	24,236 +20,303	+516%	+$4.26M	0.38%	67
2025 Q2	$805K	Buy	+3,933	New	+$762K	0.48%	58
2024 Q4	$1.08M	Buy	5,510 +775	+16%	+$155K	0.7%	41
2024 Q3	$938K	Sell	4,735 -348	-7%	-$66.3K	0.65%	42
2024 Q2	$928K	Sell	5,083 -280	-5%	-$50.4K	0.67%	41
2024 Q1	$979K	Buy	5,363 +1,662	+45%	+$292K	0.69%	41
2023 Q4	$631K	Buy	+3,701	New	+$596K	0.49%	50

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lantern Wealth Advisors's VIG Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9.3% in Q2 2026, buying an estimated $80.8K and bringing the position to 4,145 shares worth $981K. The position accounts for 0.45% of the portfolio, ranked #61.

Lantern Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2024. 1,391 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lantern Wealth Advisors held 4,145 shares of Vanguard Dividend Appreciation ETF worth $981K as of Q2 2026.
Lantern Wealth Advisors bought 352 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $80.8K.
Vanguard Dividend Appreciation ETF made up 0.45% of Lantern Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Lantern Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.08M in Q4 2024.
1,391 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.