Legacy Advisors
VIG icon

Legacy Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy 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
Q3 		$1.17M Buy
5,020
+911
+22% +$219K 0.11% 101
2026
Q2 		$972K Buy
4,109
+1
+0% +$230 0.09% 128
2026
Q1 		$883K Buy
4,108
+1,588
+63% +$354K 0.1% 118
2025
Q4 		$554K Buy
2,520
+320
+15% +$69.9K 0.06% 156
2025
Q3 		$477K Buy
+2,200
New +$462K 0.06% 152
2025
Q1 		$458K Hold
2,361
– – 0.05% 274
2024
Q4 		$462K Buy
2,361
+501
+27% +$100K 0.04% 261
2024
Q3 		$370K Buy
1,860
+1
+0.1% +$190 0.04% 272
2024
Q2 		$341K Hold
1,859
– – 0.04% 237
2024
Q1 		$340K Hold
1,859
– – 0.04% 239
2023
Q4 		$317K Buy
1,859
+1
+0.1% +$161 0.04% 236
2023
Q3 		$290K Buy
+1,858
New +$301K 0.05% 233

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Legacy Advisors's VIG Position: Q3 2026 in Review

Legacy Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q3 2026, buying an estimated $219K and bringing the position to 5,020 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #101.

Legacy Advisors first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. 1,792 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Legacy Advisors held 5,020 shares of Vanguard Dividend Appreciation ETF worth $1.17M as of Q3 2026.
  • Legacy Advisors bought 911 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $219K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Legacy Advisors's portfolio in Q3 2026, its #101 holding.
  • Legacy Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.