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	–	Sell	-2,700	Closed	-$581K	–	693
2026 Q1	$581K	Buy	+2,700	New	+$602K	0.03%	237

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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.