Lloyd Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lloyd Advisory 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	$7.27K	Sell	31 -19,083	-100%	-$4.38M	﹤0.01%	398
2026 Q1	$4.11M	Buy	19,114 +18,974	+13,553%	+$4.23M	1.18%	12
2025 Q4	$30.7K	Buy	+140	New	+$30.6K	0.01%	281
2022 Q2	–	Sell	-31	Closed	-$5K	–	540
2022 Q1	$5K	Sell	31 -20,606	-100%	-$3.32M	﹤0.01%	453
2021 Q4	$3.54M	Buy	20,637 +20,452	+11,055%	+$3.37M	1.63%	19
2021 Q3	$28K	Sell	185 -18,484	-99%	-$2.95M	0.01%	219
2021 Q2	$2.89M	Buy	18,669 +18,663	+311,050%	+$2.86M	1.46%	19
2021 Q1	$1K	Buy	+6	New	+$854	﹤0.01%	366

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

Lloyd Advisory Services's VIG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 100% in Q2 2026, selling an estimated $4.38M and leaving 31 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Lloyd Advisory Services first reported a position in VIG in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.11M in Q1 2026. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lloyd Advisory Services held 31 shares of Vanguard Dividend Appreciation ETF worth $7.27K as of Q2 2026.
Lloyd Advisory Services sold 19,083 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.38M.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #398 holding.
Lloyd Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 8 quarters since.
Lloyd Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $4.11M in Q1 2026.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.