Littlejohn Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Littlejohn Financial Services’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	$1.39M	Sell	5,873 -38	-0.6%	-$8.73K	1.01%	37
2026 Q1	$1.27M	Sell	5,911 -91	-2%	-$20.3K	0.96%	34
2025 Q4	$1.32M	Sell	6,002 -183	-3%	-$40K	0.97%	34
2025 Q3	$1.33M	Buy	6,185 +231	+4%	+$48.5K	0.97%	36
2025 Q2	$1.22M	Buy	5,954 +87	+1%	+$16.9K	0.94%	37
2025 Q1	$1.14M	Buy	5,867 +306	+6%	+$60.8K	0.9%	34
2024 Q4	$1.09M	Buy	+5,561	New	+$1.11M	0.98%	32

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Littlejohn Financial Services's VIG Position: Q2 2026 in Review

Littlejohn Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.64% in Q2 2026, selling an estimated $8.73K and leaving 5,873 shares worth $1.39M. The position accounts for 1.01% of the portfolio, ranked #37.

Littlejohn Financial Services first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Littlejohn Financial Services held 5,873 shares of Vanguard Dividend Appreciation ETF worth $1.39M as of Q2 2026.
Littlejohn Financial Services sold 38 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.73K.
Vanguard Dividend Appreciation ETF made up 1.01% of Littlejohn Financial Services's portfolio in Q2 2026, its #37 holding.
Littlejohn Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.