Lineweaver Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lineweaver Wealth Advisors’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	$388K	Buy	1,641 +1	+0.1%	+$230	0.05%	151
2026 Q1	$353K	Hold	1,640	–	–	0.05%	146
2025 Q4	$360K	Buy	1,640 +2	+0.1%	+$437	0.05%	151
2025 Q3	$354K	Hold	1,638	–	–	0.05%	142
2025 Q2	$335K	Hold	1,638	–	–	0.05%	133
2025 Q1	$318K	Buy	1,638 +1	+0.1%	+$199	0.05%	121
2024 Q4	$321K	Buy	1,637 +11	+0.7%	+$2.2K	0.06%	115
2024 Q3	$322K	Hold	1,626	–	–	0.06%	109
2024 Q2	$297K	Sell	1,626 -72	-4%	-$13K	0.06%	113
2024 Q1	$310K	Buy	1,698 +1	+0.1%	+$176	0.07%	111
2023 Q4	$289K	Buy	+1,697	New	+$273K	0.07%	113

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

Lineweaver Wealth Advisors's VIG Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $230 and bringing the position to 1,641 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #151.

Lineweaver Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lineweaver Wealth Advisors held 1,641 shares of Vanguard Dividend Appreciation ETF worth $388K as of Q2 2026.
Lineweaver Wealth Advisors bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.05% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Lineweaver Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.