Leavell Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Leavell Investment Management’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	$13.5M	Sell	57,182 -408	-0.7%	-$93.7K	0.49%	42
2026 Q1	$12.4M	Buy	57,590 +75	+0.1%	+$16.7K	0.51%	39
2025 Q4	$12.6M	Sell	57,515 -521	-0.9%	-$114K	0.53%	39
2025 Q3	$12.6M	Sell	58,036 -2,922	-5%	-$614K	0.53%	38
2025 Q2	$12.5M	Sell	60,958 -519	-0.8%	-$101K	0.56%	37
2025 Q1	$11.9M	Buy	61,477 +324	+0.5%	+$64.4K	0.59%	38
2024 Q4	$12M	Sell	61,153 -190	-0.3%	-$37.9K	0.59%	37
2024 Q3	$12.2M	Buy	61,343 +760	+1%	+$145K	0.61%	38
2024 Q2	$11.1M	Sell	60,583 -161	-0.3%	-$29K	0.61%	37
2024 Q1	$11.1M	Sell	60,744 -1,351	-2%	-$237K	0.64%	36
2023 Q4	$10.6M	Buy	62,095 +541	+0.9%	+$87K	0.67%	38
2023 Q3	$9.61M	Buy	61,554 +188	+0.3%	+$30.5K	0.67%	41
2023 Q2	$10M	Sell	61,366 -1,887	-3%	-$296K	0.68%	40
2023 Q1	$9.74M	Sell	63,253 -13,998	-18%	-$2.14M	0.69%	41
2022 Q4	$11.7M	Buy	77,251 +7,743	+11%	+$1.15M	0.88%	30
2022 Q3	$9.39M	Buy	69,508 +6,883	+11%	+$1.02M	0.75%	41
2022 Q2	$8.98M	Sell	62,625 -411	-0.7%	-$62.6K	0.69%	46
2022 Q1	$10.2M	Sell	63,036 -3,811	-6%	-$615K	0.7%	39
2021 Q4	$11.5M	Sell	66,847 -1,617	-2%	-$267K	0.76%	32
2021 Q3	$10.5M	Sell	68,464 -6,430	-9%	-$1.02M	0.78%	33
2021 Q2	$11M	Hold	74,894	–	–	0.9%	27
2021 Q1	$11M	Buy	74,894 +3,835	+5%	+$546K	0.9%	27
2020 Q4	$10M	Buy	71,059 +5,135	+8%	+$696K	0.87%	30
2020 Q3	$8.52M	Buy	65,924 +5,479	+9%	+$689K	0.74%	38
2020 Q2	$7.12M	Buy	60,445 +6,279	+12%	+$715K	0.69%	40
2020 Q1	$5.6M	Buy	54,166 +3,550	+7%	+$424K	0.65%	44
2019 Q4	$6.31M	Buy	50,616 +2,506	+5%	+$303K	0.59%	44
2019 Q3	$5.75M	Buy	48,110 +779	+2%	+$91.9K	0.59%	44
2019 Q2	$5.45M	Buy	47,331 +17	+0%	+$1.91K	0.57%	49
2019 Q1	$5.21M	Sell	47,314 -885	-2%	-$93.3K	0.58%	51
2018 Q4	$4.72M	Buy	48,199 +1,535	+3%	+$160K	0.59%	49
2018 Q3	$5.19M	Buy	46,664 +165	+0.4%	+$17.7K	0.56%	48
2018 Q2	$4.75M	Sell	46,499 -175	-0.4%	-$17.8K	0.54%	49
2018 Q1	$4.72M	Buy	46,674 +5,495	+13%	+$570K	0.55%	52
2017 Q4	$4.2M	Sell	41,179 -1,895	-4%	-$187K	0.49%	56
2017 Q3	$4.08M	Sell	43,074 -1,685	-4%	-$157K	0.5%	56
2017 Q2	$4.15M	Sell	44,759 -170	-0.4%	-$15.6K	0.53%	55
2017 Q1	$4.04M	Buy	44,929 +424	+1%	+$37.6K	0.52%	53
2016 Q4	$3.79M	Sell	44,505 -1,833	-4%	-$154K	0.52%	51
2016 Q3	$3.89M	Sell	46,338 -2,970	-6%	-$252K	0.57%	48
2016 Q2	$4.1M	Buy	49,308 +193	+0.4%	+$15.8K	0.61%	44
2016 Q1	$3.99M	Buy	49,115 +1,810	+4%	+$139K	0.6%	40
2015 Q4	$3.68M	Buy	47,305 +1,090	+2%	+$85.1K	0.54%	45
2015 Q3	$3.41M	Sell	46,215 -4,310	-9%	-$334K	0.54%	45
2015 Q2	$3.97M	Sell	50,525 -7,428	-13%	-$602K	0.62%	34
2015 Q1	$4.66M	Sell	57,953 -2,685	-4%	-$218K	0.71%	29
2014 Q4	$4.92M	Sell	60,638 -3,179	-5%	-$251K	0.76%	28
2014 Q3	$4.91M	Sell	63,817 -4,786	-7%	-$371K	0.78%	26
2014 Q2	$5.35M	Sell	68,603 -5,591	-8%	-$428K	0.85%	20
2014 Q1	$5.58M	Buy	74,194 +182	+0.2%	+$13.4K	0.93%	18
2013 Q4	$5.57M	Buy	74,012 +3,159	+4%	+$230K	0.94%	16
2013 Q3	$4.93M	Buy	70,853 +1,837	+3%	+$127K	0.89%	22
2013 Q2	$4.57M	Buy	+69,016	New	+$4.63M	0.85%	25

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

Leavell Investment Management's VIG Position: Q2 2026 in Review

Leavell Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.71% in Q2 2026, selling an estimated $93.7K and leaving 57,182 shares worth $13.5M. The position accounts for 0.49% of the portfolio, ranked #42.

Leavell Investment Management first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Leavell Investment Management held 57,182 shares of Vanguard Dividend Appreciation ETF worth $13.5M as of Q2 2026.
Leavell Investment Management sold 408 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $93.7K.
Vanguard Dividend Appreciation ETF made up 0.49% of Leavell Investment Management's portfolio in Q2 2026, its #42 holding.
Leavell Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.