Lutz Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lutz Financial Services’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	$871K	Buy	4,051 +291	+8%	+$64.9K	0.06%	64
2025 Q4	$826K	Hold	3,760	–	–	0.06%	67
2025 Q3	$811K	Hold	3,760	–	–	0.06%	64
2025 Q2	$770K	Hold	3,760	–	–	0.06%	63
2025 Q1	$729K	Hold	3,760	–	–	0.06%	63
2024 Q4	$736K	Hold	3,760	–	–	0.06%	66
2024 Q3	$745K	Hold	3,760	–	–	0.06%	64
2024 Q2	$686K	Hold	3,760	–	–	0.06%	65
2024 Q1	$687K	Hold	3,760	–	–	0.06%	64
2023 Q4	$641K	Hold	3,760	–	–	0.06%	64
2023 Q3	$584K	Hold	3,760	–	–	0.06%	61
2023 Q2	$611K	Sell	3,760 -50	-1%	-$7.83K	0.07%	60
2023 Q1	$587K	Buy	3,810 +32	+0.8%	+$4.9K	0.07%	60
2022 Q4	$574K	Hold	3,778	–	–	0.07%	62
2022 Q3	$511K	Sell	3,778 -112	-3%	-$16.7K	0.07%	59
2022 Q2	$558K	Buy	+3,890	New	+$592K	0.07%	55
2020 Q1	–	Sell	-4,602	Closed	-$574K	–	69
2019 Q4	$574K	Hold	4,602	–	–	0.1%	55
2019 Q3	$550K	Hold	4,602	–	–	0.11%	52
2019 Q2	$530K	Hold	4,602	–	–	0.1%	53
2019 Q1	$505K	Sell	4,602 -52,989	-92%	-$5.59M	0.1%	48
2018 Q4	$5.64M	Buy	57,591 +50,954	+768%	+$5.31M	1.26%	23
2018 Q3	$735K	Buy	+6,637	New	+$713K	0.16%	37

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

Lutz Financial Services's VIG Position: Q1 2026 in Review

Lutz Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.7% in Q1 2026, buying an estimated $64.9K and bringing the position to 4,051 shares worth $871K. The position accounts for 0.06% of the portfolio, ranked #64.

Lutz Financial Services first reported a position in VIG in Q3 2018 and has held it in 22 quarters since. The position peaked at $5.64M in Q4 2018. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Lutz Financial Services held 4,051 shares of Vanguard Dividend Appreciation ETF worth $871K as of Q1 2026.
Lutz Financial Services bought 291 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $64.9K.
Vanguard Dividend Appreciation ETF made up 0.06% of Lutz Financial Services's portfolio in Q1 2026, its #64 holding.
Lutz Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 22 quarters since.
Lutz Financial Services's Vanguard Dividend Appreciation ETF position peaked at $5.64M in Q4 2018.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.