Liberty Square Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Liberty Square Wealth 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	$511K	Sell	2,158 -939	-30%	-$216K	0.12%	73
2026 Q1	$666K	Sell	3,097 -329	-10%	-$73.3K	0.19%	61
2025 Q4	$753K	Sell	3,426 -2,759	-45%	-$603K	0.21%	56
2025 Q3	$1.33M	Sell	6,185 -791	-11%	-$166K	0.41%	40
2025 Q2	$1.43M	Sell	6,976 -170	-2%	-$32.9K	0.49%	36
2025 Q1	$1.39M	Sell	7,146 -121	-2%	-$24.1K	0.53%	34
2024 Q4	$1.48M	Buy	+7,267	New	+$1.45M	0.54%	32

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

Liberty Square Wealth Partners's VIG Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 30% in Q2 2026, selling an estimated $216K and leaving 2,158 shares worth $511K. The position accounts for 0.12% of the portfolio, ranked #73.

Liberty Square Wealth Partners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Liberty Square Wealth Partners held 2,158 shares of Vanguard Dividend Appreciation ETF worth $511K as of Q2 2026.
Liberty Square Wealth Partners sold 939 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $216K.
Vanguard Dividend Appreciation ETF made up 0.12% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #73 holding.
Liberty Square Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $1.48M in Q4 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.