Lowe Brockenbrough & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lowe Brockenbrough & Co’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	$2.13M	Hold	9,926	–	–	0.11%	124
2025 Q4	$2.18M	Sell	9,926 -29	-0.3%	-$6.34K	0.11%	121
2025 Q3	$2.15M	Buy	9,955 +3,933	+65%	+$826K	0.11%	123
2025 Q2	$1.23M	Buy	6,022 +400	+7%	+$77.5K	0.07%	159
2025 Q1	$1.09M	Buy	5,622 +148	+3%	+$29.4K	0.07%	167
2024 Q4	$1.07M	Hold	5,474	–	–	0.07%	168
2024 Q3	$1.09M	Buy	5,474 +1,392	+34%	+$265K	0.07%	173
2024 Q2	$749K	Sell	4,082 -587	-13%	-$106K	0.05%	191
2024 Q1	$853K	Sell	4,669 -1,275	-21%	-$224K	0.06%	187
2023 Q4	$1.01M	Sell	5,944 -20	-0.3%	-$3.22K	0.08%	173
2023 Q3	$931K	Hold	5,964	–	–	0.07%	174
2023 Q2	$973K	Sell	5,964 -135	-2%	-$21.1K	0.07%	174
2023 Q1	$939K	Sell	6,099 -187	-3%	-$28.6K	0.08%	177
2022 Q4	$955K	Hold	6,286	–	–	0.08%	176
2022 Q3	$850K	Buy	6,286 +187	+3%	+$27.8K	0.08%	176
2022 Q2	$875K	Buy	6,099 +274	+5%	+$41.7K	0.08%	180
2022 Q1	$945K	Hold	5,825	–	–	0.07%	187
2021 Q4	$1M	Buy	5,825 +568	+11%	+$93.6K	0.07%	177
2021 Q3	$807K	Hold	5,257	–	–	0.06%	192
2021 Q2	$814K	Hold	5,257	–	–	0.07%	162
2021 Q1	$773K	Hold	5,257	–	–	0.08%	160
2020 Q4	$742K	Sell	5,257 -60	-1%	-$8.13K	0.08%	158
2020 Q3	$684K	Sell	5,317 -168	-3%	-$21.1K	0.09%	155
2020 Q2	$643K	Sell	5,485 -525	-9%	-$59.8K	0.09%	158
2020 Q1	$621K	Hold	6,010	–	–	0.1%	152
2019 Q4	$749K	Hold	6,010	–	–	0.09%	158
2019 Q3	$719K	Hold	6,010	–	–	0.1%	160
2019 Q2	$692K	Hold	6,010	–	–	0.09%	162
2019 Q1	$659K	Sell	6,010 -290	-5%	-$30.6K	0.09%	159
2018 Q4	$617K	Sell	6,300 -50	-0.8%	-$5.21K	0.1%	152
2018 Q3	$703K	Sell	6,350 -118	-2%	-$12.7K	0.1%	154
2018 Q2	$657K	Sell	6,468 -40	-0.6%	-$4.08K	0.1%	157
2018 Q1	$658K	Buy	6,508 +125	+2%	+$13K	0.1%	146
2017 Q4	$651K	Sell	6,383 -450	-7%	-$44.3K	0.09%	148
2017 Q3	$648K	Hold	6,833	–	–	0.1%	146
2017 Q2	$633K	Hold	6,833	–	–	0.1%	145
2017 Q1	$615K	Sell	6,833 -55	-0.8%	-$4.87K	0.1%	143
2016 Q4	$587K	Sell	6,888 -232	-3%	-$19.5K	0.1%	143
2016 Q3	$598K	Sell	7,120 -100	-1%	-$8.48K	0.1%	143
2016 Q2	$601K	Sell	7,220 -115	-2%	-$9.39K	0.1%	141
2016 Q1	$596K	Sell	7,335 -625	-8%	-$47.9K	0.1%	144
2015 Q4	$619K	Sell	7,960 -850	-10%	-$66.3K	0.11%	144
2015 Q3	$650K	Hold	8,810	–	–	0.11%	145
2015 Q2	$692K	Sell	8,810 -600	-6%	-$48.6K	0.11%	146
2015 Q1	$757K	Hold	9,410	–	–	0.12%	141
2014 Q4	$764K	Hold	9,410	–	–	0.12%	145
2014 Q3	$724K	Hold	9,410	–	–	0.12%	143
2014 Q2	$734K	Hold	9,410	–	–	0.12%	143
2014 Q1	$708K	Sell	9,410 -1,919	-17%	-$142K	0.12%	138
2013 Q4	$852K	Sell	11,329 -1,192	-10%	-$86.7K	0.14%	125
2013 Q3	$872K	Sell	12,521 -1,430	-10%	-$98.9K	0.16%	121
2013 Q2	$924K	Buy	+13,951	New	+$937K	0.17%	113

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

Lowe Brockenbrough & Co's VIG Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 9,926 shares worth $2.13M. The position accounts for 0.11% of the portfolio, ranked #124.

Lowe Brockenbrough & Co first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.18M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Lowe Brockenbrough & Co held 9,926 shares of Vanguard Dividend Appreciation ETF worth $2.13M as of Q1 2026.
Lowe Brockenbrough & Co left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.11% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #124 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's Vanguard Dividend Appreciation ETF position peaked at $2.18M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.