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

LGT 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
2025 Q4	–	Sell	-10	Closed	-$2.16K	–	374
2025 Q3	$2.16K	Hold	10	–	–	﹤0.01%	339
2025 Q2	$2.05K	Hold	10	–	–	0.01%	356
2025 Q1	$1.94K	Hold	10	–	–	0.01%	263
2024 Q4	$1.96K	Hold	10	–	–	﹤0.01%	678
2024 Q3	$1.98K	Hold	10	–	–	﹤0.01%	661
2024 Q2	$1.83K	Hold	10	–	–	﹤0.01%	736
2024 Q1	$1.83K	Buy	10 +1	+11%	+$176	﹤0.01%	750
2023 Q4	$1.53K	Hold	9	–	–	﹤0.01%	804
2023 Q3	$1.4K	Buy	+9	New	+$1.46K	﹤0.01%	859

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LGT Financial Advisors's VIG Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 10 shares — an estimated $2.16K sold.

LGT Financial Advisors first reported a position in VIG in Q3 2023 and held it in 9 quarters. The position peaked at $2.16K in Q3 2025. 2,518 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

LGT Financial Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 10 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $2.16K.
LGT Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 9 quarters.
LGT Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.16K in Q3 2025.
2,518 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.