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LifeSteps Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LifeSteps Financial’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 		$115K Buy
+484
New +$111K 0.05% 137
2024
Q2 		– Sell
-467
Closed -$85.4K – 401
2024
Q1 		$85.4K Buy
+467
New +$82K 0.06% 114

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LifeSteps Financial's VIG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 484 shares worth $115K. The stake represents 0.05% of the portfolio and ranks #137 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VIG as recently as Q1 2024.

LifeSteps Financial first reported a position in VIG in Q1 2024 and has held it in 2 quarters since. 1,139 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • LifeSteps Financial held 484 shares of Vanguard Dividend Appreciation ETF worth $115K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #137 holding.
  • LifeSteps Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.