Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Financial Group (Iowa)’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 		$202K Buy
+852
New +$196K 0.02% 132
2023
Q4 		– Sell
-849
Closed -$132K – 494
2023
Q3 		$132K Buy
+849
New +$138K 0.03% 110

Other funds holding VIG

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VIG Position: Q2 2026 in Review

Legacy Financial Group (Iowa) opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 852 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings. This is a return to the name: Legacy Financial Group (Iowa) previously reported a position in VIG as recently as Q3 2023.

Legacy Financial Group (Iowa) first reported a position in VIG in Q3 2023 and has held it in 2 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Legacy Financial Group (Iowa) held 852 shares of Vanguard Dividend Appreciation ETF worth $202K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Legacy Financial Group (Iowa) position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #132 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 2 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.