Luther King Capital Management (LKCM)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	458
2026 Q1	–	Hold	0	–	–	–	449
2025 Q4	–	Hold	0	–	–	–	480
2025 Q3	–	Hold	0	–	–	–	475
2025 Q2	–	Hold	0	–	–	–	470
2021 Q4	–	Hold	0	–	–	–	549
2016 Q4	–	Sell	-3,250	Closed	-$273K	–	512
2016 Q3	$273K	Buy	+3,250	New	+$275K	﹤0.01%	454

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

Luther King Capital Management (LKCM)'s VIG Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 0 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Luther King Capital Management (LKCM) first reported a position in VIG in Q3 2016 and has held it in 1 quarter since. The position peaked at $273K in Q3 2016. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of Vanguard Dividend Appreciation ETF worth $702K as of Q2 2026.
Luther King Capital Management (LKCM) left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #458 holding.
Luther King Capital Management (LKCM) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2016 and has held it in 1 quarter since.
Luther King Capital Management (LKCM)'s Vanguard Dividend Appreciation ETF position peaked at $273K in Q3 2016.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.