LifeWealth Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LifeWealth Investments’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	$365K	Buy	1,542 +112	+8%	+$25.7K	0.1%	97
2026 Q1	$308K	Hold	1,430	–	–	0.09%	106
2025 Q4	$314K	Sell	1,430 -1,430	-50%	-$312K	0.1%	115
2025 Q3	$617K	Hold	2,860	–	–	0.09%	122
2025 Q2	$585K	Hold	2,860	–	–	0.1%	128
2025 Q1	$555K	Buy	2,860 +1,430	+100%	+$284K	0.12%	111
2024 Q4	$280K	Buy	+1,430	New	+$286K	0.19%	118

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

LifeWealth Investments's VIG Position: Q2 2026 in Review

LifeWealth Investments increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.8% in Q2 2026, buying an estimated $25.7K and bringing the position to 1,542 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #97.

LifeWealth Investments first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $617K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LifeWealth Investments held 1,542 shares of Vanguard Dividend Appreciation ETF worth $365K as of Q2 2026.
LifeWealth Investments bought 112 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Dividend Appreciation ETF made up 0.1% of LifeWealth Investments's portfolio in Q2 2026, its #97 holding.
LifeWealth Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's Vanguard Dividend Appreciation ETF position peaked at $617K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.