Leo Wealth LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Leo Wealth LLC’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	$8.11M	Sell	37,720 -807	-2%	-$180K	0.59%	39
2025 Q4	$8.47M	Buy	38,527 +2,914	+8%	+$637K	0.61%	33
2025 Q3	$7.68M	Sell	35,613 -1,674	-4%	-$352K	1%	21
2025 Q2	$7.63M	Buy	37,287 +1,814	+5%	+$352K	0.59%	35
2025 Q1	$6.88M	Sell	35,473 -1,263	-3%	-$251K	0.99%	19
2024 Q4	$7.19M	Buy	36,736 +267	+0.7%	+$53.3K	0.64%	30
2024 Q3	$7.22M	Sell	36,469 -592	-2%	-$113K	0.66%	29
2024 Q2	$6.76M	Hold	37,061	–	–	0.69%	29
2024 Q1	$6.77M	Buy	37,061 +1,207	+3%	+$212K	0.69%	31
2023 Q4	$6.11M	Buy	+35,854	New	+$5.77M	0.63%	30

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 Wealth LLC's VIG Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, selling an estimated $180K and leaving 37,720 shares worth $8.11M. The position accounts for 0.59% of the portfolio, ranked #39.

Leo Wealth LLC first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.47M in Q4 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Leo Wealth LLC held 37,720 shares of Vanguard Dividend Appreciation ETF worth $8.11M as of Q1 2026.
Leo Wealth LLC sold 807 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $180K.
Vanguard Dividend Appreciation ETF made up 0.59% of Leo Wealth LLC's portfolio in Q1 2026, its #39 holding.
Leo Wealth LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Vanguard Dividend Appreciation ETF position peaked at $8.47M in Q4 2025.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.