LBMC Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LBMC Investment 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	$901K	Sell	3,808 -41	-1%	-$9.41K	0.05%	120
2026 Q1	$828K	Buy	3,849 +188	+5%	+$41.9K	0.05%	119
2025 Q4	$805K	Buy	3,661 +10	+0.3%	+$2.19K	0.05%	115
2025 Q3	$788K	Sell	3,651 -237	-6%	-$49.8K	0.05%	114
2025 Q2	$796K	Buy	3,888 +267	+7%	+$51.7K	0.06%	102
2025 Q1	$702K	Sell	3,621 -49	-1%	-$9.74K	0.05%	99
2024 Q4	$719K	Sell	3,670 -8	-0.2%	-$1.6K	0.06%	95
2024 Q3	$728K	Buy	3,678 +1,075	+41%	+$205K	0.06%	91
2024 Q2	$475K	Buy	2,603 +18	+0.7%	+$3.24K	0.04%	110
2024 Q1	$472K	Buy	2,585 +5	+0.2%	+$878	0.04%	106
2023 Q4	$440K	Buy	2,580 +64	+3%	+$10.3K	0.04%	101
2023 Q3	$386K	Sell	2,516 -997	-28%	-$162K	0.04%	106
2023 Q2	$571K	Hold	3,513	–	–	0.06%	89
2023 Q1	$541K	Buy	3,513 +6	+0.2%	+$919	0.05%	93
2022 Q4	$532K	Buy	3,507 +208	+6%	+$31K	0.06%	89
2022 Q3	$446K	Buy	3,299 +329	+11%	+$49K	0.05%	93
2022 Q2	$426K	Sell	2,970 -11,211	-79%	-$1.71M	0.05%	89
2022 Q1	$2.3M	Buy	14,181 +5	+0%	+$807	0.2%	36
2021 Q4	$2.44M	Buy	14,176 +3,469	+32%	+$572K	0.21%	38
2021 Q3	$2.18M	Sell	10,707 -3,769	-26%	-$601K	0.2%	37
2021 Q2	$2.24M	Buy	14,476 +1,008	+7%	+$155K	0.21%	37
2021 Q1	$1.98M	Buy	13,468 +4	+0%	+$569	0.21%	41
2020 Q4	$1.9M	Buy	13,464 +11	+0.1%	+$1.49K	0.22%	37
2020 Q3	$1.73M	Buy	13,453 +11,223	+503%	+$1.41M	0.24%	38
2020 Q2	$261K	Buy	2,230 +6	+0.3%	+$683	0.04%	83
2020 Q1	$230K	Hold	2,224	–	–	0.04%	79
2019 Q4	$277K	Sell	2,224 -19	-0.8%	-$2.3K	0.04%	79
2019 Q3	$268K	Sell	2,243 -228	-9%	-$26.9K	0.04%	80
2019 Q2	$285K	Buy	2,471 +12	+0.5%	+$1.35K	0.04%	78
2019 Q1	$270K	Buy	2,459 +232	+10%	+$24.5K	0.04%	80
2018 Q4	$218K	Buy	2,227 +13	+0.6%	+$1.36K	0.04%	86
2018 Q3	$245K	Sell	2,214 -40	-2%	-$4.3K	0.04%	91
2018 Q2	$229K	Sell	2,254 -131	-5%	-$13.4K	0.04%	94
2018 Q1	$241K	Hold	2,385	–	–	0.04%	75
2017 Q4	$243K	Sell	2,385 -549	-19%	-$54.1K	0.04%	77
2017 Q3	$278K	Buy	2,934 +8	+0.3%	+$746	0.05%	66
2017 Q2	$271K	Buy	2,926 +20	+0.7%	+$1.83K	0.05%	66
2017 Q1	$261K	Hold	2,906	–	–	0.05%	67
2016 Q4	$248K	Buy	2,906 +13	+0.4%	+$1.09K	0.05%	66
2016 Q3	$243K	Buy	2,893 +374	+15%	+$31.7K	0.05%	68
2016 Q2	$210K	Sell	2,519 -662	-21%	-$54.1K	0.04%	66
2016 Q1	$258K	Buy	3,181 +363	+13%	+$27.8K	0.05%	62
2015 Q4	$219K	Buy	2,818 +13	+0.5%	+$1.01K	0.05%	60
2015 Q3	$207K	Buy	2,805 +25	+0.9%	+$1.94K	0.05%	59
2015 Q2	$218K	Hold	2,780	–	–	0.05%	57
2015 Q1	$224K	Buy	2,780 +67	+2%	+$5.43K	0.05%	55
2014 Q4	$220K	Buy	2,713 +16	+0.6%	+$1.26K	0.05%	56
2014 Q3	$208K	Buy	+2,697	New	+$209K	0.05%	53

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

LBMC Investment Advisors's VIG Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $9.41K and leaving 3,808 shares worth $901K. The position accounts for 0.05% of the portfolio, ranked #120.

LBMC Investment Advisors first reported a position in VIG in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.44M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LBMC Investment Advisors held 3,808 shares of Vanguard Dividend Appreciation ETF worth $901K as of Q2 2026.
LBMC Investment Advisors sold 41 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.41K.
Vanguard Dividend Appreciation ETF made up 0.05% of LBMC Investment Advisors's portfolio in Q2 2026, its #120 holding.
LBMC Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 48 quarters since.
LBMC Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.44M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.