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LMCG Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LMCG Investments’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 		$237K Hold
1,000
– – 0.01% 219
2026
Q1 		$215K Hold
1,000
– – 0.01% 216
2025
Q4 		$220K Hold
1,000
– – 0.01% 212
2025
Q3 		$216K Hold
1,000
– – 0.01% 220
2025
Q2 		$205K Buy
+1,000
New +$194K 0.01% 225

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LMCG Investments's VIG Position: Q2 2026 in Review

LMCG Investments held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,000 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #219.

LMCG Investments first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • LMCG Investments held 1,000 shares of Vanguard Dividend Appreciation ETF worth $237K as of Q2 2026.
  • LMCG Investments left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of LMCG Investments's portfolio in Q2 2026, its #219 holding.
  • LMCG Investments first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.