Lodestone Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lodestone Wealth Management’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	$360K	Sell	1,521 -66	-4%	-$15.2K	0.13%	135
2026 Q1	$341K	Buy	1,587 +4	+0.3%	+$892	0.14%	136
2025 Q4	$348K	Sell	1,583 -50	-3%	-$10.9K	0.14%	129
2025 Q3	$352K	Buy	1,633 +27	+2%	+$5.67K	0.16%	127
2025 Q2	$329K	Hold	1,606	–	–	0.16%	126
2025 Q1	$311K	Buy	1,606 +291	+22%	+$57.9K	0.17%	119
2024 Q4	$258K	Sell	1,315 -109	-8%	-$21.8K	0.13%	128
2024 Q3	$282K	Buy	1,424 +6	+0.4%	+$1.14K	0.14%	116
2024 Q2	$259K	Hold	1,418	–	–	0.14%	133
2024 Q1	$259K	Sell	1,418 -33	-2%	-$5.8K	0.14%	131
2023 Q4	$247K	Buy	+1,451	New	+$233K	0.14%	130

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lodestone Wealth Management's VIG Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q2 2026, selling an estimated $15.2K and leaving 1,521 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #135.

Lodestone Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,286 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lodestone Wealth Management held 1,521 shares of Vanguard Dividend Appreciation ETF worth $360K as of Q2 2026.
Lodestone Wealth Management sold 66 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Dividend Appreciation ETF made up 0.13% of Lodestone Wealth Management's portfolio in Q2 2026, its #135 holding.
Lodestone Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
1,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.