Level Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Level Financial Advisors’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	$291K	Hold	1,228	–	–	0.06%	79
2026 Q1	$264K	Buy	1,228 +127	+12%	+$28.3K	0.07%	80
2025 Q4	$242K	Sell	1,101 -17	-2%	-$3.71K	0.06%	87
2025 Q3	$241K	Hold	1,118	–	–	0.07%	89
2025 Q2	$229K	Hold	1,118	–	–	0.07%	85
2025 Q1	$217K	Buy	+1,118	New	+$222K	0.07%	84
2024 Q1	–	Sell	-23	Closed	-$3.92K	–	246
2023 Q4	$3.92K	Hold	23	–	–	﹤0.01%	223
2023 Q3	$3.57K	Hold	23	–	–	﹤0.01%	231
2023 Q2	$3.74K	Hold	23	–	–	﹤0.01%	233
2023 Q1	$3.54K	Hold	23	–	–	﹤0.01%	203
2022 Q4	$3K	Hold	23	–	–	﹤0.01%	211
2022 Q3	$3K	Hold	23	–	–	﹤0.01%	213
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	241
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	194
2021 Q4	$4K	Buy	+23	New	+$3.79K	﹤0.01%	220

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

Level Financial Advisors's VIG Position: Q2 2026 in Review

Level Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,228 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #79.

Level Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Level Financial Advisors held 1,228 shares of Vanguard Dividend Appreciation ETF worth $291K as of Q2 2026.
Level Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Level Financial Advisors's portfolio in Q2 2026, its #79 holding.
Level Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.