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Logan Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Logan Capital 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 		$639K Buy
+2,700
New +$620K 0.02% 232
2026
Q1 		– Sell
-2,700
Closed -$602K – 528
2025
Q4 		$593K Hold
2,700
– – 0.03% 230
2025
Q3 		$583K Hold
2,700
– – 0.02% 234
2025
Q2 		$553K Sell
2,700
-4,627
-63% -$897K 0.03% 231
2025
Q1 		$1.42M Sell
7,327
-190
-3% -$37.8K 0.06% 197
2024
Q4 		$1.47M Sell
7,517
-16
-0.2% -$3.19K 0.06% 197
2024
Q3 		$1.49M Sell
7,533
-40
-0.5% -$7.62K 0.06% 200
2024
Q2 		$1.38M Sell
7,573
-40
-0.5% -$7.2K 0.06% 196
2024
Q1 		$1.39M Sell
7,613
-9
-0.1% -$1.58K 0.06% 198
2023
Q4 		$1.3M Hold
7,622
– – 0.06% 201
2023
Q3 		$1.18M Buy
7,622
+463
+6% +$75.1K 0.06% 199
2023
Q2 		$1.16M Hold
7,159
– – 0.06% 201
2023
Q1 		$1.1M Sell
7,159
-25
-0.3% -$3.83K 0.05% 221
2022
Q4 		$1.09M Sell
7,184
-43
-0.6% -$6.41K 0.06% 215
2022
Q3 		$977K Sell
7,227
-15
-0.2% -$2.23K 0.06% 207
2022
Q2 		$1.04M Buy
7,242
+2,683
+59% +$408K 0.06% 206
2022
Q1 		$739K Sell
4,559
-40
-0.9% -$6.45K 0.04% 236
2021
Q4 		$790K Sell
4,599
-190
-4% -$31.3K 0.03% 238
2021
Q3 		$736K Sell
4,789
-59
-1% -$9.4K 0.03% 237
2021
Q2 		$750K Hold
4,848
– – 0.03% 235
2021
Q1 		$713K Buy
4,848
+2,148
+80% +$306K 0.04% 231
2020
Q4 		$381K Hold
2,700
– – 0.02% 278
2020
Q3 		$347K Buy
+2,700
New +$340K 0.02% 331

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Logan Capital Management's VIG Position: Q2 2026 in Review

Logan Capital Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 2,700 shares worth $639K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in VIG as recently as Q4 2025.

Logan Capital Management first reported a position in VIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q3 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Logan Capital Management held 2,700 shares of Vanguard Dividend Appreciation ETF worth $639K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Logan Capital Management position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Logan Capital Management's portfolio in Q2 2026, its #232 holding.
  • Logan Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 23 quarters since.
  • Logan Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.49M in Q3 2024.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.