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 Q3	$599K	Buy	2,568 +753	+41%	+$181K	0.04%	159
2026 Q2	$429K	Buy	1,815 +5	+0.3%	+$1.15K	0.03%	174
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%	-$4.9K	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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lyell Wealth Management's VIG Position: Q3 2026 in Review

Lyell Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q3 2026, buying an estimated $181K and bringing the position to 2,568 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #159.

Lyell Wealth Management first reported a position in VIG in Q1 2019 and has held it in 20 quarters since. 1,500 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Lyell Wealth Management held 2,568 shares of Vanguard Dividend Appreciation ETF worth $599K as of Q3 2026.
Lyell Wealth Management bought 753 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $181K.
Vanguard Dividend Appreciation ETF made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #159 holding.
Lyell Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 20 quarters since.
1,500 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.