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 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 $1.37T 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

Luminvest Wealth Management's VIG Position: Q1 2026 in Review

Luminvest Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.62% in Q1 2026, selling an estimated $8.03K and leaving 5,800 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #22.

Luminvest Wealth Management first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Luminvest Wealth Management held 5,800 shares of Vanguard Dividend Appreciation ETF worth $1.25M as of Q1 2026.
Luminvest Wealth Management sold 36 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $8.03K.
Vanguard Dividend Appreciation ETF made up 0.33% of Luminvest Wealth Management's portfolio in Q1 2026, its #22 holding.
Luminvest Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Luminvest Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q3 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.