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 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 $1.37T 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 $17.8B AUM 24.16% 1-Year Est. Return

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

Leo H. Evart Inc's VIG Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 14,513 shares worth $3.12M. The stake represents 2.67% of the portfolio and ranks #10 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VIG as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VIG in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.95M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Leo H. Evart Inc held 14,513 shares of Vanguard Dividend Appreciation ETF worth $3.12M as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 2.67% of Leo H. Evart Inc's portfolio in Q1 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 9 quarters since.
Leo H. Evart Inc's Vanguard Dividend Appreciation ETF position peaked at $3.95M in Q4 2021.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.