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 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 $1.37T 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

LOM Asset Management's VIG Position: Q1 2026 in Review

LOM Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q1 2026, buying an estimated $39K and bringing the position to 13,487 shares worth $2.9M. The position accounts for 0.83% of the portfolio, ranked #37.

LOM Asset Management first reported a position in VIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.16M in Q2 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

LOM Asset Management held 13,487 shares of Vanguard Dividend Appreciation ETF worth $2.9M as of Q1 2026.
LOM Asset Management bought 175 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $39K.
Vanguard Dividend Appreciation ETF made up 0.83% of LOM Asset Management's portfolio in Q1 2026, its #37 holding.
LOM Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 4 quarters since.
LOM Asset Management's Vanguard Dividend Appreciation ETF position peaked at $3.16M in Q2 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.