Legacy Financial Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Financial Strategies’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	$1.07M	Buy	4,518 +1	+0%	+$230	0.17%	61
2026 Q1	$971K	Hold	4,517	–	–	0.18%	58
2025 Q4	$993K	Buy	4,517 +1	+0%	+$218	0.18%	62
2025 Q3	$974K	Buy	4,516 +1	+0%	+$210	0.18%	63
2025 Q2	$924K	Hold	4,515	–	–	0.18%	61
2025 Q1	$876K	Buy	4,515 +115	+3%	+$22.9K	0.19%	55
2024 Q4	$858K	Buy	4,400 +201	+5%	+$40.1K	0.18%	56
2024 Q3	$832K	Hold	4,199	–	–	0.18%	56
2024 Q2	$770K	Hold	4,199	–	–	0.19%	58
2024 Q1	$767K	Hold	4,199	–	–	0.2%	52
2023 Q4	$716K	Hold	4,199	–	–	0.2%	50
2023 Q3	$663K	Hold	4,199	–	–	0.21%	47
2023 Q2	$682K	Hold	4,199	–	–	0.23%	47
2023 Q1	$647K	Hold	4,199	–	–	0.24%	49
2022 Q4	$638K	Hold	4,199	–	–	0.26%	46
2022 Q3	$568K	Buy	+4,199	New	+$625K	0.26%	47
2018 Q3	–	Sell	-6,919	Closed	-$703K	–	88
2018 Q2	$703K	Buy	6,919 +283	+4%	+$28.8K	0.63%	19
2018 Q1	$671K	Buy	6,636 +278	+4%	+$28.8K	0.66%	21
2017 Q4	$649K	Buy	+6,358	New	+$626K	0.69%	24

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 Financial Strategies's VIG Position: Q2 2026 in Review

Legacy Financial Strategies increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q2 2026, buying an estimated $230 and bringing the position to 4,518 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #61.

Legacy Financial Strategies first reported a position in VIG in Q4 2017 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Legacy Financial Strategies held 4,518 shares of Vanguard Dividend Appreciation ETF worth $1.07M as of Q2 2026.
Legacy Financial Strategies bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.17% of Legacy Financial Strategies's portfolio in Q2 2026, its #61 holding.
Legacy Financial Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 19 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.