LMG Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LMG Wealth Partners’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	$448K	Hold	1,893	–	–	0.07%	128
2026 Q1	$407K	Sell	1,893 -450	-19%	-$100K	0.07%	123
2025 Q4	$515K	Hold	2,343	–	–	0.1%	112
2025 Q3	$506K	Hold	2,343	–	–	0.09%	111
2025 Q2	$480K	Hold	2,343	–	–	0.1%	103
2025 Q1	$455K	Sell	2,343 -258	-10%	-$51.3K	0.1%	99
2024 Q4	$509K	Hold	2,601	–	–	0.11%	94
2024 Q3	$515K	Hold	2,601	–	–	0.12%	89
2024 Q2	$475K	Hold	2,601	–	–	0.12%	90
2024 Q1	$475K	Hold	2,601	–	–	0.12%	94
2023 Q4	$443K	Sell	2,601 -26	-1%	-$4.18K	0.12%	77
2023 Q3	$408K	Sell	2,627 -69	-3%	-$11.2K	0.12%	76
2023 Q2	$438K	Hold	2,696	–	–	0.13%	79
2023 Q1	$415K	Sell	2,696 -396	-13%	-$60.7K	0.13%	81
2022 Q4	$481K	Buy	+3,092	New	+$461K	0.16%	75

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

LMG Wealth Partners's VIG Position: Q2 2026 in Review

LMG Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,893 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #128.

LMG Wealth Partners first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $515K in Q3 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LMG Wealth Partners held 1,893 shares of Vanguard Dividend Appreciation ETF worth $448K as of Q2 2026.
LMG Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.07% of LMG Wealth Partners's portfolio in Q2 2026, its #128 holding.
LMG Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
LMG Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $515K in Q3 2024.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.