Libra Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Libra Wealth’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	$662K	Hold	2,799	–	–	0.17%	40
2026 Q1	$602K	Hold	2,799	–	–	0.17%	40
2025 Q4	$615K	Hold	2,799	–	–	0.17%	38
2025 Q3	$604K	Hold	2,799	–	–	0.18%	40
2025 Q2	$573K	Hold	2,799	–	–	0.19%	39
2025 Q1	$543K	Hold	2,799	–	–	0.2%	39
2024 Q4	$548K	Hold	2,799	–	–	0.21%	38
2024 Q3	$554K	Hold	2,799	–	–	0.22%	36
2024 Q2	$511K	Sell	2,799 -232	-8%	-$41.8K	0.22%	37
2024 Q1	$549K	Buy	3,031 +232	+8%	+$40.8K	0.24%	35
2023 Q4	$477K	Buy	2,799 +1,059	+61%	+$170K	0.24%	34
2023 Q3	$272K	Buy	1,740 +232	+15%	+$37.6K	0.15%	41
2023 Q2	$245K	Hold	1,508	–	–	0.13%	44
2023 Q1	$232K	Hold	1,508	–	–	0.13%	43
2022 Q4	$229K	Hold	1,508	–	–	0.01%	45
2022 Q3	$204K	Hold	1,508	–	–	0.13%	44
2022 Q2	$216K	Hold	1,508	–	–	0.15%	38
2022 Q1	$244K	Buy	+1,508	New	+$243K	0.14%	27

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

Libra Wealth's VIG Position: Q2 2026 in Review

Libra Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,799 shares worth $662K. The position accounts for 0.17% of the portfolio, ranked #40.

Libra Wealth first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Libra Wealth held 2,799 shares of Vanguard Dividend Appreciation ETF worth $662K as of Q2 2026.
Libra Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of Libra Wealth's portfolio in Q2 2026, its #40 holding.
Libra Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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