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

Lyell 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	$389K	Hold	1,810	–	–	0.03%	168
2025 Q4	$398K	Hold	1,810	–	–	0.03%	162
2025 Q3	$391K	Hold	1,810	–	–	0.03%	159
2025 Q2	$370K	Hold	1,810	–	–	0.03%	164
2025 Q1	$351K	Hold	1,810	–	–	0.03%	163
2024 Q4	$354K	Buy	1,810 +67	+4%	+$13.4K	0.03%	159
2024 Q3	$345K	Hold	1,743	–	–	0.03%	169
2024 Q2	$318K	Hold	1,743	–	–	0.03%	164
2024 Q1	$318K	Buy	+1,743	New	+$306K	0.03%	167
2021 Q3	–	Sell	-1,501	Closed	-$232K	–	190
2021 Q2	$232K	Buy	+1,501	New	+$230K	0.03%	174
2021 Q1	–	Sell	-2,221	Closed	-$313K	–	176
2020 Q4	$313K	Hold	2,221	–	–	0.05%	137
2020 Q3	$287K	Sell	2,221 -735	-25%	-$92.5K	0.05%	115
2020 Q2	$348K	Sell	2,956 -43	-1%	-$4.89K	0.08%	95
2020 Q1	$310K	Buy	2,999 +18	+0.6%	+$2.15K	0.09%	96
2019 Q4	$372K	Buy	2,981 +35	+1%	+$4.23K	0.1%	94
2019 Q3	$352K	Sell	2,946 -550	-16%	-$64.9K	0.11%	93
2019 Q2	$403K	Sell	3,496 -476	-12%	-$53.4K	0.12%	93
2019 Q1	$437K	Buy	+3,972	New	+$419K	0.15%	92

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 $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lyell Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,810 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #168.

Lyell Wealth Management first reported a position in VIG in Q1 2019 and has held it in 18 quarters since. The position peaked at $437K in Q1 2019. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Lyell Wealth Management held 1,810 shares of Vanguard Dividend Appreciation ETF worth $389K as of Q1 2026.
Lyell Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #168 holding.
Lyell Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 18 quarters since.
Lyell Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $437K in Q1 2019.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.