LeClair Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LeClair Wealth Partners’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 Q1	–	Sell	-13,083	Closed	-$2.88M	–	192
2025 Q4	$2.88M	Sell	13,083 -189	-1%	-$41.3K	1.67%	18
2025 Q3	$2.86M	Hold	13,272	–	–	1.78%	19
2025 Q2	$2.72M	Sell	13,272 -51	-0.4%	-$9.88K	1.84%	17
2025 Q1	$2.58M	Sell	13,323 -83	-0.6%	-$16.5K	1.86%	16
2024 Q4	$2.63M	Buy	+13,406	New	+$2.68M	1.75%	14

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LeClair Wealth Partners's VIG Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 13,083 shares — an estimated $2.88M sold.

LeClair Wealth Partners first reported a position in VIG in Q4 2024 and held it in 5 quarters. The position peaked at $2.88M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

LeClair Wealth Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 13,083 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.88M.
LeClair Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $2.88M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.