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	$624K	Buy	2,638 +373	+16%	+$85.6K	0.06%	126
2026 Q1	$487K	Sell	2,265 -54	-2%	-$12K	0.05%	139
2025 Q4	$510K	Hold	2,319	–	–	0.06%	125
2025 Q3	$500K	Sell	2,319 -21	-0.9%	-$4.41K	0.06%	124
2025 Q2	$479K	Sell	2,340 -3	-0.1%	-$581	0.06%	121
2025 Q1	$455K	Hold	2,343	–	–	0.07%	113
2024 Q4	$459K	Sell	2,343 -99	-4%	-$19.8K	0.07%	110
2024 Q3	$484K	Sell	2,442 -213	-8%	-$40.6K	0.08%	111
2024 Q2	$485K	Sell	2,655 -413	-13%	-$74.3K	0.09%	104
2024 Q1	$560K	Sell	3,068 -186	-6%	-$32.7K	0.12%	88
2023 Q4	$554K	Buy	+3,254	New	+$524K	0.13%	89

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 Edge Advisors's VIG Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q2 2026, buying an estimated $85.6K and bringing the position to 2,638 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #126.

Legacy Edge Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Legacy Edge Advisors held 2,638 shares of Vanguard Dividend Appreciation ETF worth $624K as of Q2 2026.
Legacy Edge Advisors bought 373 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $85.6K.
Vanguard Dividend Appreciation ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #126 holding.
Legacy Edge Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,603 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.