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 Q3	$352K	Buy	1,507 +506	+51%	+$122K	0.02%	209
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lee, Danner & Bass's VIG Position: Q3 2026 in Review

Lee, Danner & Bass increased its Vanguard Dividend Appreciation ETF (VIG) stake by 51% in Q3 2026, buying an estimated $122K and bringing the position to 1,507 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #209.

Lee, Danner & Bass first reported a position in VIG in Q1 2022 and has held it in 13 quarters since. 1,720 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Lee, Danner & Bass held 1,507 shares of Vanguard Dividend Appreciation ETF worth $352K as of Q3 2026.
Lee, Danner & Bass bought 506 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $122K.
Vanguard Dividend Appreciation ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q3 2026, its #209 holding.
Lee, Danner & Bass first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 13 quarters since.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.