Lauterbach Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lauterbach Financial 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	$696K	Hold	2,941	–	–	0.3%	44
2026 Q1	$632K	Hold	2,941	–	–	0.31%	43
2025 Q4	$646K	Hold	2,941	–	–	0.32%	37
2025 Q3	$635K	Hold	2,941	–	–	0.32%	41
2025 Q2	$602K	Hold	2,941	–	–	0.33%	39
2025 Q1	$571K	Buy	+2,941	New	+$585K	0.36%	38

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

Lauterbach Financial Advisors's VIG Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,941 shares worth $696K. The position accounts for 0.3% of the portfolio, ranked #44.

Lauterbach Financial Advisors first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lauterbach Financial Advisors held 2,941 shares of Vanguard Dividend Appreciation ETF worth $696K as of Q2 2026.
Lauterbach Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.3% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #44 holding.
Lauterbach Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
1,377 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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