Ledgewood Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ledgewood Wealth 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	$1.18M	Sell	4,985 -441	-8%	-$101K	0.63%	26
2026 Q1	$1.17M	Sell	5,426 -294	-5%	-$65.5K	0.66%	27
2025 Q4	$1.26M	Hold	5,720	–	–	0.72%	27
2025 Q3	$1.23M	Sell	5,720 -286	-5%	-$60.1K	0.73%	29
2025 Q2	$1.23M	Sell	6,006 -109	-2%	-$21.1K	0.77%	26
2025 Q1	$1.19M	Hold	6,115	–	–	0.77%	26
2024 Q4	$1.2M	Hold	6,115	–	–	0.77%	27
2024 Q3	$1.21M	Sell	6,115 -173	-3%	-$32.9K	0.82%	23
2024 Q2	$1.15M	Sell	6,288 -251	-4%	-$45.2K	0.99%	23
2024 Q1	$1.19M	Sell	6,539 -321	-5%	-$56.4K	1.11%	21
2023 Q4	$1.17M	Buy	+6,860	New	+$1.1M	1.08%	21

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

Ledgewood Wealth Advisors's VIG Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.1% in Q2 2026, selling an estimated $101K and leaving 4,985 shares worth $1.18M. The position accounts for 0.63% of the portfolio, ranked #26.

Ledgewood Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2025. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ledgewood Wealth Advisors held 4,985 shares of Vanguard Dividend Appreciation ETF worth $1.18M as of Q2 2026.
Ledgewood Wealth Advisors sold 441 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $101K.
Vanguard Dividend Appreciation ETF made up 0.63% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Ledgewood Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.26M in Q4 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.