LVM Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

LVM Capital 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	$950K	Hold	4,016	–	–	0.08%	80
2026 Q1	$864K	Sell	4,016 -225	-5%	-$50.2K	0.08%	83
2025 Q4	$932K	Buy	4,241 +152	+4%	+$33.2K	0.09%	81
2025 Q3	$882K	Buy	4,089 +65	+2%	+$13.7K	0.08%	82
2025 Q2	$824K	Hold	4,024	–	–	0.09%	86
2025 Q1	$781K	Hold	4,024	–	–	0.09%	84
2024 Q4	$788K	Sell	4,024 -22	-0.5%	-$4.39K	0.08%	83
2024 Q3	$739K	Hold	4,046	–	–	0.08%	88
2024 Q2	$739K	Buy	4,046 +1,275	+46%	+$229K	0.08%	88
2024 Q1	$506K	Hold	2,771	–	–	0.06%	104
2023 Q4	$472K	Hold	2,771	–	–	0.06%	110
2023 Q3	$431K	Hold	2,771	–	–	0.06%	105
2023 Q2	$450K	Hold	2,771	–	–	0.06%	103
2023 Q1	$427K	Buy	2,771 +785	+40%	+$120K	0.06%	103
2022 Q4	$302K	Hold	1,986	–	–	0.04%	110
2022 Q3	$268K	Hold	1,986	–	–	0.04%	108
2022 Q2	$285K	Hold	1,986	–	–	0.04%	110
2022 Q1	$322K	Buy	1,986 +1	+0.1%	+$161	0.04%	110
2021 Q4	$341K	Buy	1,985 +52	+3%	+$8.57K	0.05%	99
2021 Q3	$297K	Hold	1,933	–	–	0.04%	104
2021 Q2	$299K	Hold	1,933	–	–	0.05%	100
2021 Q1	$284K	Hold	1,933	–	–	0.05%	102
2020 Q4	$273K	Buy	1,933 +1	+0.1%	+$136	0.05%	103
2020 Q3	$249K	Hold	1,932	–	–	0.05%	94
2020 Q2	$226K	Sell	1,932 -3	-0.2%	-$342	0.05%	99
2020 Q1	$200K	Hold	1,935	–	–	0.05%	98
2019 Q4	$241K	Hold	1,935	–	–	0.05%	101
2019 Q3	$231K	Sell	1,935 -80	-4%	-$9.44K	0.05%	104
2019 Q2	$232K	Hold	2,015	–	–	0.05%	97
2019 Q1	$221K	Buy	+2,015	New	+$212K	0.05%	103
2018 Q4	–	Sell	-2,010	Closed	-$223K	–	114
2018 Q3	$223K	Sell	2,010 -43	-2%	-$4.62K	0.05%	104
2018 Q2	$209K	Hold	2,053	–	–	0.05%	107
2018 Q1	$207K	Buy	2,053 +2	+0.1%	+$207	0.05%	109
2017 Q4	$209K	Sell	2,051 -199	-9%	-$19.6K	0.05%	110
2017 Q3	$213K	Buy	2,250 +2	+0.1%	+$187	0.05%	109
2017 Q2	$208K	Buy	2,248 +4	+0.2%	+$367	0.05%	108
2017 Q1	$202K	Sell	2,244 -877	-28%	-$77.7K	0.05%	113
2016 Q4	$266K	Buy	+3,121	New	+$262K	0.07%	95

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVM Capital Management's VIG Position: Q2 2026 in Review

LVM Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 4,016 shares worth $950K. The position accounts for 0.08% of the portfolio, ranked #80.

LVM Capital Management first reported a position in VIG in Q4 2016 and has held it in 38 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

LVM Capital Management held 4,016 shares of Vanguard Dividend Appreciation ETF worth $950K as of Q2 2026.
LVM Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.08% of LVM Capital Management's portfolio in Q2 2026, its #80 holding.
LVM Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 38 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.