Lynx Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lynx Investment Advisory’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	$3.41M	Buy	14,397 +847	+6%	+$194K	1.12%	26
2026 Q1	$2.91M	Buy	13,550 +11,885	+714%	+$2.65M	1.39%	20
2025 Q4	$366K	Buy	1,665 +6	+0.4%	+$1.31K	0.2%	114
2025 Q3	$358K	Buy	1,659 +2	+0.1%	+$420	0.21%	100
2025 Q2	$339K	Sell	1,657 -64	-4%	-$12.4K	0.22%	100
2025 Q1	$334K	Buy	1,721 +2	+0.1%	+$398	0.22%	97
2024 Q4	$337K	Buy	1,719 +5	+0.3%	+$998	0.23%	98
2024 Q3	$339K	Buy	1,714 +1,048	+157%	+$200K	0.24%	90
2024 Q2	$122K	Buy	+666	New	+$120K	0.09%	164

Other funds holding VIG

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 $43.3B AUM 29.3% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lynx Investment Advisory's VIG Position: Q2 2026 in Review

Lynx Investment Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.3% in Q2 2026, buying an estimated $194K and bringing the position to 14,397 shares worth $3.41M. The position accounts for 1.12% of the portfolio, ranked #26.

Lynx Investment Advisory first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 1,162 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lynx Investment Advisory held 14,397 shares of Vanguard Dividend Appreciation ETF worth $3.41M as of Q2 2026.
Lynx Investment Advisory bought 847 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $194K.
Vanguard Dividend Appreciation ETF made up 1.12% of Lynx Investment Advisory's portfolio in Q2 2026, its #26 holding.
Lynx Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.