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

Legacy Edge 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 		$479K Buy
2,340
+75
+3% +$17.2K 0.06% 121
2026
Q1 		$487K Sell
2,265
-54
-2% -$12K 0.05% 139
2025
Q4 		$510K Buy
+2,319
New +$507K 0.06% 125

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Edge Advisors's VIG Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,340 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #121.

Legacy Edge Advisors first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $510K in Q4 2025. 1,965 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Legacy Edge Advisors held 2,340 shares of Vanguard Dividend Appreciation ETF worth $479K as of Q2 2026.
  • Legacy Edge Advisors bought 75 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #121 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vanguard Dividend Appreciation ETF position peaked at $510K in Q4 2025.
  • 1,965 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.