Legacy Wealth Management (Idaho)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-7	Closed	-$1.51K	–	937
2026 Q1	$1.51K	Buy	7 +6	+600%	+$1.34K	﹤0.01%	817
2025 Q4	$220	Buy	+1	New	+$218	﹤0.01%	866
2025 Q3	–	Sell	-41	Closed	-$8.39K	–	827
2025 Q2	$8.39K	Hold	41	–	–	﹤0.01%	340
2025 Q1	$7.95K	Hold	41	–	–	0.01%	369
2024 Q4	$8.28K	Hold	41	–	–	0.01%	317
2024 Q3	$8.27K	Buy	+41	New	+$7.81K	﹤0.01%	344

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 Wealth Management (Idaho)'s VIG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 7 shares — an estimated $1.51K sold.

Legacy Wealth Management (Idaho) first reported a position in VIG in Q3 2024 and held it in 6 quarters. The position peaked at $8.39K in Q2 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.51K.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 6 quarters.
Legacy Wealth Management (Idaho)'s Vanguard Dividend Appreciation ETF position peaked at $8.39K in Q2 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.