Legacy Capital Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Capital Wealth Partners’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	$353K	Sell	1,492 -72	-5%	-$16.5K	0.07%	266
2026 Q1	$336K	Sell	1,564 -496	-24%	-$111K	0.07%	274
2025 Q4	$453K	Buy	2,060 +24	+1%	+$5.24K	0.1%	220
2025 Q3	$439K	Buy	2,036 +4	+0.2%	+$840	0.1%	229
2025 Q2	$416K	Buy	2,032 +251	+14%	+$48.6K	0.09%	237
2025 Q1	$346K	Buy	1,781 +221	+14%	+$43.9K	0.09%	259
2024 Q4	$306K	Sell	1,560 -14	-0.9%	-$2.79K	0.08%	269
2024 Q3	$312K	Buy	+1,574	New	+$300K	0.06%	268

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

Legacy Capital Wealth Partners's VIG Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q2 2026, selling an estimated $16.5K and leaving 1,492 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #266.

Legacy Capital Wealth Partners first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $453K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Legacy Capital Wealth Partners held 1,492 shares of Vanguard Dividend Appreciation ETF worth $353K as of Q2 2026.
Legacy Capital Wealth Partners sold 72 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.5K.
Vanguard Dividend Appreciation ETF made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #266 holding.
Legacy Capital Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $453K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.