Liberty Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Liberty Capital Management’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	$320K	Buy	+1,354	New	+$311K	0.06%	144
2025 Q4	$403K	Hold	1,834	–	–	0.08%	127
2025 Q3	$396K	Hold	1,834	–	–	0.07%	126
2025 Q2	$375K	Hold	1,834	–	–	0.08%	128
2025 Q1	$356K	Hold	1,834	–	–	0.08%	124
2024 Q4	$359K	Hold	1,834	–	–	0.08%	123
2024 Q3	$363K	Hold	1,834	–	–	0.08%	120
2024 Q2	$335K	Hold	1,834	–	–	0.08%	125
2024 Q1	$335K	Hold	1,834	–	–	0.08%	124
2023 Q4	$313K	Buy	+1,834	New	+$295K	0.08%	123
2017 Q4	–	Sell	-3,392	Closed	-$330K	–	271
2017 Q3	$330K	Buy	+3,392	New	+$316K	0.18%	100

Other funds holding VIG

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

HWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Liberty Capital Management's VIG Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,354 shares worth $320K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in VIG as recently as Q4 2025.

Liberty Capital Management first reported a position in VIG in Q3 2017 and has held it in 11 quarters since. The position peaked at $403K in Q4 2025. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Liberty Capital Management held 1,354 shares of Vanguard Dividend Appreciation ETF worth $320K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Liberty Capital Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Liberty Capital Management's portfolio in Q2 2026, its #144 holding.
Liberty Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 11 quarters since.
Liberty Capital Management's Vanguard Dividend Appreciation ETF position peaked at $403K in Q4 2025.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.