Legacy Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Trust’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 Q1	$1.18M	Sell	5,477 -115	-2%	-$25.6K	0.23%	78
2025 Q4	$1.23M	Buy	5,592 +1,120	+25%	+$245K	0.23%	77
2025 Q3	$965K	Buy	4,472 +25	+0.6%	+$5.25K	0.19%	85
2025 Q2	$910K	Sell	4,447 -214	-5%	-$41.5K	0.22%	78
2025 Q1	$904K	Buy	4,661 +1,477	+46%	+$294K	0.22%	77
2024 Q4	$624K	Hold	3,184	–	–	0.14%	96
2024 Q3	$631K	Hold	3,184	–	–	0.14%	98
2024 Q2	$581K	Buy	3,184 +250	+9%	+$45K	0.14%	98
2024 Q1	$536K	Hold	2,934	–	–	0.13%	100
2023 Q4	$500K	Buy	2,934 +1,331	+83%	+$214K	0.13%	105
2023 Q3	$249K	Hold	1,603	–	–	0.07%	141
2023 Q2	$260K	Hold	1,603	–	–	0.07%	138
2023 Q1	$247K	Hold	1,603	–	–	0.07%	144
2022 Q4	$243K	Buy	+1,603	New	+$239K	0.08%	141

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Trust's VIG Position: Q1 2026 in Review

Legacy Trust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, selling an estimated $25.6K and leaving 5,477 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #78.

Legacy Trust first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Legacy Trust held 5,477 shares of Vanguard Dividend Appreciation ETF worth $1.18M as of Q1 2026.
Legacy Trust sold 115 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $25.6K.
Vanguard Dividend Appreciation ETF made up 0.23% of Legacy Trust's portfolio in Q1 2026, its #78 holding.
Legacy Trust first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Vanguard Dividend Appreciation ETF position peaked at $1.23M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.