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

Luminvest 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	$1.32M	Sell	5,582 -218	-4%	-$50.1K	0.31%	23
2026 Q1	$1.25M	Sell	5,800 -36	-0.6%	-$8.03K	0.33%	22
2025 Q4	$1.28M	Sell	5,836 -212	-4%	-$46.3K	0.36%	22
2025 Q3	$1.3M	Sell	6,048 -316	-5%	-$66.4K	0.43%	19
2025 Q2	$1.3M	Sell	6,364 -60	-0.9%	-$11.6K	0.47%	18
2025 Q1	$1.25M	Sell	6,424 -250	-4%	-$49.7K	0.51%	15
2024 Q4	$1.31M	Sell	6,674 -369	-5%	-$73.7K	0.53%	15
2024 Q3	$1.39M	Buy	7,043 +91	+1%	+$17.3K	0.58%	14
2024 Q2	$1.27M	Buy	+6,952	New	+$1.25M	0.6%	13

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

Luminvest Wealth Management's VIG Position: Q2 2026 in Review

Luminvest Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2026, selling an estimated $50.1K and leaving 5,582 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #23.

Luminvest Wealth Management first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q3 2024. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Luminvest Wealth Management held 5,582 shares of Vanguard Dividend Appreciation ETF worth $1.32M as of Q2 2026.
Luminvest Wealth Management sold 218 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $50.1K.
Vanguard Dividend Appreciation ETF made up 0.31% of Luminvest Wealth Management's portfolio in Q2 2026, its #23 holding.
Luminvest Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Luminvest Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q3 2024.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.