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

Liberty Wealth 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 		$444K Hold
2,066
– – 0.06% 155
2026
Q1 		$444K Sell
2,066
-130
-6% -$29K 0.06% 155
2025
Q4 		$483K Buy
2,196
+14
+0.6% +$3.06K 0.06% 138
2025
Q3 		$471K Buy
2,182
+7
+0.3% +$1.47K 0.07% 138
2025
Q2 		$445K Buy
+2,175
New +$422K 0.07% 138
2025
Q1 		– Sell
-2,164
Closed -$424K – 207
2024
Q4 		$424K Buy
2,164
+15
+0.7% +$3K 0.07% 129
2024
Q3 		$426K Sell
2,149
-163
-7% -$31K 0.07% 129
2024
Q2 		$372K Buy
2,312
+239
+12% +$43K 0.07% 130
2024
Q1 		$379K Buy
2,073
+1,997
+2,628% +$351K 0.07% 121
2023
Q4 		$400K Sell
76
-2,251
-97% -$362K 0.09% 111
2023
Q3 		$362K Sell
2,327
-331
-12% -$53.7K 0.09% 113
2023
Q2 		$432K Hold
2,658
– – 0.11% 106
2023
Q1 		$409K Buy
+2,658
New +$407K 0.08% 139
2022
Q3 		$277K Buy
2,054
+178
+9% +$26.5K 0.07% 115
2022
Q2 		$269K Buy
1,876
+8
+0.4% +$1.22K 0.11% 114
2022
Q1 		$303K Buy
+1,868
New +$301K 0.11% 108
2021
Q4 		– Sell
-1,857
Closed -$306K – 118
2021
Q3 		$285K Buy
1,857
+7
+0.4% +$1.12K 0.1% 121
2021
Q2 		$286K Buy
1,850
+556
+43% +$85.3K 0.11% 100
2021
Q1 		$179K Hold
1,294
– – 0.09% 117
2020
Q4 		$179K Sell
1,294
-266
-17% -$36K 0.09% 116
2020
Q3 		$201K Buy
1,560
+507
+48% +$63.8K 0.12% 95
2020
Q2 		$123K Hold
1,053
– – 0.09% 127
2020
Q1 		$109K Buy
1,053
+4
+0.4% +$477 0.1% 128
2019
Q4 		$131K Buy
1,049
+177
+20% +$21.4K 0.1% 130
2019
Q3 		$104K Buy
872
+300
+52% +$35.4K 0.1% 144
2019
Q2 		$66K Buy
572
+101
+21% +$11.3K 0.06% 210
2019
Q1 		$51K Hold
471
– – 0.04% 201
2018
Q4 		$46K Buy
+471
New +$49.1K 0.03% 199

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Liberty Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,066 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #155.

Liberty Wealth Management first reported a position in VIG in Q4 2018 and has held it in 28 quarters since. The position peaked at $483K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Liberty Wealth Management held 2,066 shares of Vanguard Dividend Appreciation ETF worth $444K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Liberty Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $483K in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.