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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LMG Wealth Partners's VIG Position: Q1 2026 in Review

LMG Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q1 2026, selling an estimated $100K and leaving 1,893 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #123.

LMG Wealth Partners first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $515K in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

LMG Wealth Partners held 1,893 shares of Vanguard Dividend Appreciation ETF worth $407K as of Q1 2026.
LMG Wealth Partners sold 450 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $100K.
Vanguard Dividend Appreciation ETF made up 0.07% of LMG Wealth Partners's portfolio in Q1 2026, its #123 holding.
LMG Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $515K in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.