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LM Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LM 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
Q1 		$101K Sell
21,743
-404
-2% -$90.1K 1.6% 12
2025
Q4 		$101K Sell
22,147
-77,773
-78% -$17M 1.81% 10
2025
Q3 		$21.6M Buy
99,920
+2,682
+3% +$563K 3.11% 8
2025
Q2 		$19.9M Buy
97,238
+449
+0.5% +$87K 2.56% 9
2025
Q1 		$18.8M Buy
96,789
+3,156
+3% +$628K 3.38% 7
2024
Q4 		$18.3M Buy
93,633
+8,516
+10% +$1.7M 3.28% 7
2024
Q3 		$16.6M Sell
85,117
-1,754
-2% -$334K 3.37% 7
2024
Q2 		$15.6M Buy
86,871
+460
+0.5% +$82.8K 0.03% 30
2024
Q1 		$15.5M Sell
86,411
-6,938
-7% -$1.22M 2.47% 8
2023
Q4 		$15.9M Buy
+93,349
New +$15M 3.2% 7

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return