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LGL Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LGL Partners’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 		$3.52M Buy
14,891
+52
+0.4% +$11.9K 1.29% 16
2026
Q1 		$3.19M Buy
14,839
+49
+0.3% +$10.9K 1.31% 14
2025
Q4 		$3.25M Sell
14,790
-469
-3% -$102K 1.39% 13
2025
Q3 		$3.31M Hold
15,259
– – 1.41% 13
2025
Q2 		$3.14M Sell
15,259
-450
-3% -$87.2K 1.4% 13
2025
Q1 		$3.05M Sell
15,709
-4,966
-24% -$987K 1.47% 13
2024
Q4 		$4.05M Buy
20,675
+104
+0.5% +$20.8K 0.59% 19
2024
Q3 		$4.07M Sell
20,571
-4,577
-18% -$871K 0.57% 19
2024
Q2 		$4.59M Buy
25,148
+1
+0% +$180 0.67% 17
2024
Q1 		$4.59M Buy
25,147
+69
+0.3% +$12.1K 0.77% 14
2023
Q4 		$4.27M Buy
25,078
+4,020
+19% +$647K 0.59% 21
2023
Q3 		$3.27M Buy
21,058
+78
+0.4% +$12.6K 0.57% 22
2023
Q2 		$3.41M Buy
20,980
+4,768
+29% +$747K 0.58% 22
2023
Q1 		$2.5M Sell
16,212
-312
-2% -$47.8K 0.43% 23
2022
Q4 		$2.51M Buy
16,524
+2,095
+15% +$312K 0.45% 22
2022
Q3 		$1.95M Buy
14,429
+1,165
+9% +$173K 0.41% 25
2022
Q2 		$1.9M Buy
13,264
+65
+0.5% +$9.89K 0.31% 22
2022
Q1 		$2.14M Buy
13,199
+57
+0.4% +$9.2K 0.29% 26
2021
Q4 		$2.26M Buy
13,142
+60
+0.5% +$9.89K 0.27% 27
2021
Q3 		$2.01M Buy
13,082
+58
+0.4% +$9.24K 1.22% 17
2021
Q2 		$2.02M Buy
13,024
+55
+0.4% +$8.44K 1.21% 16
2021
Q1 		$1.91M Sell
12,969
-56
-0.4% -$7.97K 1.09% 19
2020
Q4 		$1.84M Buy
13,025
+40
+0.3% +$5.42K 1.06% 19
2020
Q3 		$1.67M Sell
12,985
-354
-3% -$44.5K 1.01% 21
2020
Q2 		$1.56M Sell
13,339
-18,655
-58% -$2.12M 0.97% 21
2020
Q1 		$3.31M Buy
31,994
+15,161
+90% +$1.81M 2.18% 13
2019
Q4 		$2.1M Buy
16,833
+6,508
+63% +$787K 0.69% 20
2019
Q3 		$1.24M Buy
10,325
+33
+0.3% +$3.89K 0.51% 29
2019
Q2 		$1.19M Buy
10,292
+62
+0.6% +$6.95K 0.47% 32
2019
Q1 		$1.12M Buy
10,230
+3,082
+43% +$325K 0.43% 37
2018
Q4 		$700K Sell
7,148
-427
-6% -$44.5K 0.38% 34
2018
Q3 		$839K Buy
7,575
+40
+0.5% +$4.3K 0.4% 35
2018
Q2 		$766K Sell
7,535
-838
-10% -$85.4K 0.36% 37
2018
Q1 		$846K Sell
8,373
-28,464
-77% -$2.95M 0.4% 37
2017
Q4 		$3.76M Buy
36,837
+31,633
+608% +$3.11M 1.68% 17
2017
Q3 		$493K Buy
5,204
+24
+0.5% +$2.24K 0.32% 39
2017
Q2 		$480K Buy
5,180
+53
+1% +$4.86K 0.26% 48
2017
Q1 		$461K Hold
5,127
– – 0.23% 50
2016
Q4 		$437K Buy
5,127
+34
+0.7% +$2.86K 0.24% 52
2016
Q3 		$426K Sell
5,093
-210
-4% -$17.8K 0.22% 50
2016
Q2 		$442K Buy
5,303
+29
+0.5% +$2.37K 0.24% 52
2016
Q1 		$428K Buy
5,274
+27
+0.5% +$2.07K 0.22% 54
2015
Q4 		$408K Buy
+5,247
New +$409K 0.22% 55

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LGL Partners's VIG Position: Q2 2026 in Review

LGL Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q2 2026, buying an estimated $11.9K and bringing the position to 14,891 shares worth $3.52M. The position accounts for 1.29% of the portfolio, ranked #16.

LGL Partners first reported a position in VIG in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.59M in Q1 2024. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • LGL Partners held 14,891 shares of Vanguard Dividend Appreciation ETF worth $3.52M as of Q2 2026.
  • LGL Partners bought 52 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Dividend Appreciation ETF made up 1.29% of LGL Partners's portfolio in Q2 2026, its #16 holding.
  • LGL Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 43 quarters since.
  • LGL Partners's Vanguard Dividend Appreciation ETF position peaked at $4.59M in Q1 2024.
  • 1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.