LOM Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LOM Asset 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	$2.07M	Sell	8,765 -4,722	-35%	-$1.08M	0.54%	66
2026 Q1	$2.9M	Buy	13,487 +175	+1%	+$39K	0.83%	37
2025 Q4	$2.93M	Sell	13,312 -32	-0.2%	-$6.99K	0.85%	33
2025 Q3	$2.88M	Sell	13,344 -2,105	-14%	-$442K	0.88%	33
2025 Q2	$3.16M	Buy	+15,449	New	+$2.99M	1.07%	24

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

LOM Asset Management's VIG Position: Q2 2026 in Review

LOM Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 35% in Q2 2026, selling an estimated $1.08M and leaving 8,765 shares worth $2.07M. The position accounts for 0.54% of the portfolio, ranked #66.

LOM Asset Management first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.16M in Q2 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LOM Asset Management held 8,765 shares of Vanguard Dividend Appreciation ETF worth $2.07M as of Q2 2026.
LOM Asset Management sold 4,722 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.08M.
Vanguard Dividend Appreciation ETF made up 0.54% of LOM Asset Management's portfolio in Q2 2026, its #66 holding.
LOM Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's Vanguard Dividend Appreciation ETF position peaked at $3.16M in Q2 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.