Long Island Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Long Island Wealth 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	$244K	Sell	1,032 -1,308	-56%	-$300K	0.1%	86
2026 Q1	$503K	Hold	2,340	–	–	0.23%	55
2025 Q4	$514K	Buy	2,340 +1	+0%	+$218	0.24%	56
2025 Q3	$505K	Hold	2,339	–	–	0.25%	58
2025 Q2	$479K	Hold	2,339	–	–	0.25%	58
2025 Q1	$454K	Sell	2,339 -8	-0.3%	-$1.59K	0.28%	56
2024 Q4	$460K	Buy	2,347 +1	+0%	+$200	0.29%	54
2024 Q3	$465K	Buy	2,346 +14	+0.6%	+$2.67K	0.31%	51
2024 Q2	$426K	Sell	2,332 -231	-9%	-$41.6K	0.3%	55
2024 Q1	$468K	Buy	2,563 +6	+0.2%	+$1.05K	0.33%	53
2023 Q4	$436K	Buy	+2,557	New	+$411K	0.31%	54

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

Long Island Wealth Management's VIG Position: Q2 2026 in Review

Long Island Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 56% in Q2 2026, selling an estimated $300K and leaving 1,032 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #86.

Long Island Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $514K in Q4 2025. 2,599 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Long Island Wealth Management held 1,032 shares of Vanguard Dividend Appreciation ETF worth $244K as of Q2 2026.
Long Island Wealth Management sold 1,308 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $300K.
Vanguard Dividend Appreciation ETF made up 0.1% of Long Island Wealth Management's portfolio in Q2 2026, its #86 holding.
Long Island Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $514K in Q4 2025.
2,599 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.