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 Q3	$355K	Buy	1,523 +2	+0.1%	+$480	0.12%	137
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Lodestone Wealth Management's VIG Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.13% in Q3 2026, buying an estimated $480 and bringing the position to 1,523 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #137.

Lodestone Wealth Management first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $360K in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Lodestone Wealth Management held 1,523 shares of Vanguard Dividend Appreciation ETF worth $355K as of Q3 2026.
Lodestone Wealth Management bought 2 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $480.
Vanguard Dividend Appreciation ETF made up 0.12% of Lodestone Wealth Management's portfolio in Q3 2026, its #137 holding.
Lodestone Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Lodestone Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $360K in Q2 2026.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.