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

Linscomb 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 		$4.09M Sell
17,276
-383
-2% -$87.9K 0.18% 107
2026
Q1 		$3.8M Buy
17,659
+2,382
+16% +$531K 0.17% 109
2025
Q4 		$3.36M Buy
15,277
+1,888
+14% +$413K 0.14% 126
2025
Q3 		$2.89M Sell
13,389
-159
-1% -$33.4K 0.12% 132
2025
Q2 		$2.77M Sell
13,548
-1,552
-10% -$301K 0.13% 130
2025
Q1 		$2.93M Buy
15,100
+885
+6% +$176K 0.15% 121
2024
Q4 		$2.78M Sell
14,215
-34
-0.2% -$6.79K 0.14% 123
2024
Q3 		$2.82M Sell
14,249
-130
-0.9% -$24.8K 0.14% 118
2024
Q2 		$2.62M Buy
14,379
+81
+0.6% +$14.6K 0.14% 120
2024
Q1 		$2.61M Sell
14,298
-471
-3% -$82.7K 0.13% 119
2023
Q4 		$2.52M Sell
14,769
-151
-1% -$24.3K 0.14% 117
2023
Q3 		$2.32M Buy
14,920
+46
+0.3% +$7.46K 0.14% 120
2023
Q2 		$2.42M Sell
14,874
-1,645
-10% -$258K 0.13% 121
2023
Q1 		$2.54M Sell
16,519
-148
-0.9% -$22.7K 0.13% 120
2022
Q4 		$2.53M Buy
16,667
+118
+0.7% +$17.6K 0.13% 124
2022
Q3 		$2.24M Buy
16,549
+16
+0.1% +$2.38K 0.14% 118
2022
Q2 		$2.37M Sell
16,533
-887
-5% -$135K 0.14% 114
2022
Q1 		$2.83M Buy
17,420
+3,204
+23% +$517K 0.13% 114
2021
Q4 		$2.44M Sell
14,216
-329
-2% -$54.2K 0.12% 121
2021
Q3 		$2.23M Sell
14,545
-221
-1% -$35.2K 0.12% 123
2021
Q2 		$2.29M Sell
14,766
-1,604
-10% -$246K 0.12% 118
2021
Q1 		$2.41M Buy
16,370
+85
+0.5% +$12.1K 0.13% 111
2020
Q4 		$2.3M Sell
16,285
-282
-2% -$38.2K 0.14% 110
2020
Q3 		$2.13M Sell
16,567
-2,327
-12% -$293K 0.15% 104
2020
Q2 		$2.21M Sell
18,894
-18,503
-49% -$2.11M 0.16% 96
2020
Q1 		$3.87M Sell
37,397
-1,717
-4% -$205K 0.34% 61
2019
Q4 		$4.88M Buy
39,114
+33,936
+655% +$4.11M 0.32% 60
2019
Q3 		$619K Sell
5,178
-174
-3% -$20.5K 0.05% 167
2019
Q2 		$616K Buy
5,352
+112
+2% +$12.6K 0.05% 164
2019
Q1 		$575K Hold
5,240
– – 0.05% 166
2018
Q4 		$513K Sell
5,240
-128
-2% -$13.3K 0.05% 165
2018
Q3 		$594K Hold
5,368
– – 0.05% 165
2018
Q2 		$546K Sell
5,368
-550
-9% -$56.1K 0.05% 169
2018
Q1 		$598K Hold
5,918
– – 0.05% 156
2017
Q4 		$604K Hold
5,918
– – 0.05% 156
2017
Q3 		$561K Sell
5,918
-465
-7% -$43.4K 0.05% 157
2017
Q2 		$592K Buy
6,383
+127
+2% +$11.7K 0.05% 149
2017
Q1 		$563K Hold
6,256
– – 0.05% 154
2016
Q4 		$533K Buy
6,256
+233
+4% +$19.6K 0.05% 169
2016
Q3 		$506K Buy
6,023
+10
+0.2% +$848 0.05% 164
2016
Q2 		$501K Buy
6,013
+500
+9% +$40.8K 0.05% 159
2016
Q1 		$448K Buy
+5,513
New +$423K 0.05% 167

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

Linscomb Wealth's VIG Position: Q2 2026 in Review

Linscomb Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, selling an estimated $87.9K and leaving 17,276 shares worth $4.09M. The position accounts for 0.18% of the portfolio, ranked #107.

Linscomb Wealth first reported a position in VIG in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.88M in Q4 2019. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Linscomb Wealth held 17,276 shares of Vanguard Dividend Appreciation ETF worth $4.09M as of Q2 2026.
  • Linscomb Wealth sold 383 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $87.9K.
  • Vanguard Dividend Appreciation ETF made up 0.18% of Linscomb Wealth's portfolio in Q2 2026, its #107 holding.
  • Linscomb Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 42 quarters since.
  • Linscomb Wealth's Vanguard Dividend Appreciation ETF position peaked at $4.88M in Q4 2019.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.