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 Q2	$2.98M	Buy	+12,599	New	+$2.89M	1.54%	17
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 $1.55T 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

LeClair Wealth Partners's VIG Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 12,599 shares worth $2.98M. The stake represents 1.54% of the portfolio and ranks #17 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in VIG as recently as Q4 2025.

LeClair Wealth Partners first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LeClair Wealth Partners held 12,599 shares of Vanguard Dividend Appreciation ETF worth $2.98M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new LeClair Wealth Partners position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.54% of LeClair Wealth Partners's portfolio in Q2 2026, its #17 holding.
LeClair Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.