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 Q2	$23.8M	Buy	100,570 +78,827	+363%	+$18.1M	2.75%	9
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	2.75%	8
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 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

LM Advisors's VIG Position: Q2 2026 in Review

LM Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 363% in Q2 2026, buying an estimated $18.1M and bringing the position to 100,570 shares worth $23.8M. The position accounts for 2.75% of the portfolio, ranked #9.

LM Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LM Advisors held 100,570 shares of Vanguard Dividend Appreciation ETF worth $23.8M as of Q2 2026.
LM Advisors bought 78,827 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $18.1M.
Vanguard Dividend Appreciation ETF made up 2.75% of LM Advisors's portfolio in Q2 2026, its #9 holding.
LM Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.