Lee, Danner & Bass’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lee, Danner & Bass’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	$237K	Buy	1,001 +6	+0.6%	+$1.38K	0.01%	232
2026 Q1	$214K	Hold	995	–	–	0.01%	237
2025 Q4	$219K	Hold	995	–	–	0.02%	226
2025 Q3	$215K	Hold	995	–	–	0.02%	226
2025 Q2	$204K	Sell	995 -100	-9%	-$19.4K	0.02%	219
2025 Q1	$212K	Hold	1,095	–	–	0.02%	211
2024 Q4	$215K	Buy	+1,095	New	+$219K	0.02%	219
2023 Q2	–	Sell	-1,510	Closed	-$232K	–	206
2023 Q1	$232K	Hold	1,510	–	–	0.02%	190
2022 Q4	$229K	Sell	1,510 -90	-6%	-$13.4K	0.02%	186
2022 Q3	$216K	Hold	1,600	–	–	0.02%	184
2022 Q2	$229K	Hold	1,600	–	–	0.02%	184
2022 Q1	$259K	Buy	+1,600	New	+$258K	0.02%	185

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lee, Danner & Bass's VIG Position: Q2 2026 in Review

Lee, Danner & Bass increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.6% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,001 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #232.

Lee, Danner & Bass first reported a position in VIG in Q1 2022 and has held it in 12 quarters since. The position peaked at $259K in Q1 2022. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lee, Danner & Bass held 1,001 shares of Vanguard Dividend Appreciation ETF worth $237K as of Q2 2026.
Lee, Danner & Bass bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
Vanguard Dividend Appreciation ETF made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #232 holding.
Lee, Danner & Bass first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 12 quarters since.
Lee, Danner & Bass's Vanguard Dividend Appreciation ETF position peaked at $259K in Q1 2022.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.