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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
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
Q2 		– Sell
-2,361
Closed -$458K – 392
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Legacy Advisors's VIG Position: Q2 2026 in Review

Legacy Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q2 2026, buying an estimated $230 and bringing the position to 4,109 shares worth $972K. The position accounts for 0.09% of the portfolio, ranked #128.

Legacy Advisors first reported a position in VIG in Q3 2023 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Legacy Advisors held 4,109 shares of Vanguard Dividend Appreciation ETF worth $972K as of Q2 2026.
  • Legacy Advisors bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Legacy Advisors's portfolio in Q2 2026, its #128 holding.
  • Legacy Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 11 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.