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 Q3	$1.35M	Sell	5,776 -97	-2%	-$23.3K	1%	40
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Littlejohn Financial Services's VIG Position: Q3 2026 in Review

Littlejohn Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q3 2026, selling an estimated $23.3K and leaving 5,776 shares worth $1.35M. The position accounts for 1% of the portfolio, ranked #40.

Littlejohn Financial Services first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2026. 1,814 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Littlejohn Financial Services held 5,776 shares of Vanguard Dividend Appreciation ETF worth $1.35M as of Q3 2026.
Littlejohn Financial Services sold 97 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $23.3K.
Vanguard Dividend Appreciation ETF made up 1% of Littlejohn Financial Services's portfolio in Q3 2026, its #40 holding.
Littlejohn Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
Littlejohn Financial Services's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q2 2026.
1,814 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.