Leo H. Evart Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Leo H. Evart Inc’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	$3.42M	Sell	14,473 -40	-0.3%	-$9.19K	2.7%	10
2026 Q1	$3.12M	Buy	+14,513	New	+$3.24M	2.67%	10
2023 Q3	$2.87M	Sell	18,478 -1,781	-9%	-$289K	4.41%	7
2023 Q2	$3.29M	Sell	20,259 -364	-2%	-$57K	4.57%	7
2023 Q1	$3.18M	Sell	20,623 -1,821	-8%	-$279K	4.64%	7
2022 Q4	$3.41M	Sell	22,444 -12	-0.1%	-$1.79K	5.15%	6
2022 Q3	$3.04M	Sell	22,456 -1,013	-4%	-$151K	4.62%	8
2022 Q2	$3.37M	Buy	23,469 +368	+2%	+$56K	4.09%	8
2022 Q1	$3.75M	Buy	23,101 +100	+0.4%	+$16.1K	3.87%	8
2021 Q4	$3.95M	Buy	+23,001	New	+$3.79M	3.85%	9

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

Leo H. Evart Inc's VIG Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.28% in Q2 2026, selling an estimated $9.19K and leaving 14,473 shares worth $3.42M. The position accounts for 2.7% of the portfolio, ranked #10.

Leo H. Evart Inc first reported a position in VIG in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.95M in Q4 2021. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Leo H. Evart Inc held 14,473 shares of Vanguard Dividend Appreciation ETF worth $3.42M as of Q2 2026.
Leo H. Evart Inc sold 40 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.19K.
Vanguard Dividend Appreciation ETF made up 2.7% of Leo H. Evart Inc's portfolio in Q2 2026, its #10 holding.
Leo H. Evart Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Vanguard Dividend Appreciation ETF position peaked at $3.95M in Q4 2021.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.