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 Q1	$581K	Buy	+2,700	New	+$602K	0.03%	237

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

Logan Capital Management's VIG Position: Q1 2026 in Review

Logan Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 2,700 shares — an estimated $602K sold.

Logan Capital Management first reported a position in VIG in Q3 2020 and held it in 22 quarters. The position peaked at $1.49M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Logan Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 2,700 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $602K.
Logan Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 22 quarters.
Logan Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.49M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.