Moody Lynn & Lieberson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Moody Lynn & Lieberson’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	$1.26M	Hold	5,307	–	–	0.07%	108
2026 Q1	$1.14M	Hold	5,307	–	–	0.06%	104
2025 Q4	$1.17M	Hold	5,307	–	–	0.06%	107
2025 Q3	$1.15M	Hold	5,307	–	–	0.06%	109
2025 Q2	$1.09M	Hold	5,307	–	–	0.06%	118
2025 Q1	$1.03M	Hold	5,307	–	–	0.07%	116
2024 Q4	$1.04M	Sell	5,307 -31	-0.6%	-$6.19K	0.06%	112
2024 Q3	$1.06M	Sell	5,338 -283	-5%	-$53.9K	0.07%	125
2024 Q2	$1.03M	Sell	5,621 -15	-0.3%	-$2.7K	0.07%	118
2024 Q1	$1.03M	Hold	5,636	–	–	0.07%	116
2023 Q4	$960K	Hold	5,636	–	–	0.07%	118
2023 Q3	$876K	Hold	5,636	–	–	0.08%	110
2023 Q2	$915K	Hold	5,636	–	–	0.07%	112
2023 Q1	$868K	Hold	5,636	–	–	0.08%	117
2022 Q4	$855K	Sell	5,636 -20	-0.4%	-$2.98K	0.08%	118
2022 Q3	$764K	Hold	5,656	–	–	0.07%	115
2022 Q2	$811K	Hold	5,656	–	–	0.07%	115
2022 Q1	$917K	Sell	5,656 -29	-0.5%	-$4.68K	0.07%	117
2021 Q4	$976K	Hold	5,685	–	–	0.07%	123
2021 Q3	$873K	Hold	5,685	–	–	0.07%	125
2021 Q2	$880K	Sell	5,685 -1	-0%	-$153	0.07%	123
2021 Q1	$836K	Hold	5,686	–	–	0.07%	123
2020 Q4	$803K	Hold	5,686	–	–	0.07%	119
2020 Q3	$732K	Hold	5,686	–	–	0.07%	115
2020 Q2	$666K	Sell	5,686 -562	-9%	-$64K	0.07%	107
2020 Q1	$646	Sell	6,248 -537	-8%	-$64.1K	0.09%	96
2019 Q4	$846K	Hold	6,785	–	–	0.08%	124
2019 Q3	$811K	Hold	6,785	–	–	0.09%	104
2019 Q2	$781K	Hold	6,785	–	–	0.09%	115
2019 Q1	$744K	Sell	6,785 -53	-0.8%	-$5.59K	0.09%	111
2018 Q4	$670K	Sell	6,838 -300	-4%	-$31.3K	0.09%	108
2018 Q3	$790K	Hold	7,138	–	–	0.08%	117
2018 Q2	$725K	Sell	7,138 -175	-2%	-$17.8K	0.09%	121
2018 Q1	$739K	Hold	7,313	–	–	0.09%	117
2017 Q4	$785K	Sell	7,313 -155	-2%	-$15.3K	0.08%	119
2017 Q3	$708K	Hold	7,468	–	–	0.09%	125
2017 Q2	$692K	Hold	7,468	–	–	0.09%	126
2017 Q1	$672K	Sell	7,468 -180	-2%	-$16K	0.09%	103
2016 Q4	$651K	Sell	7,648 -100	-1%	-$8.41K	0.09%	105
2016 Q3	$650K	Buy	7,748 +23	+0.3%	+$1.95K	0.11%	97
2016 Q2	$643K	Hold	7,725	–	–	0.12%	86
2016 Q1	$628K	Sell	7,725 -62	-0.8%	-$4.75K	0.1%	95
2015 Q4	$606K	Sell	7,787 -75	-1%	-$5.85K	0.1%	104
2015 Q3	$580K	Sell	7,862 -568	-7%	-$44K	0.11%	93
2015 Q2	$662K	Sell	8,430 -1,500	-15%	-$122K	0.11%	110
2015 Q1	$799K	Hold	9,930	–	–	0.13%	100
2014 Q4	$806K	Sell	9,930 -40	-0.4%	-$3.16K	0.11%	113
2014 Q3	$767K	Sell	9,970 -500	-5%	-$38.8K	0.11%	109
2014 Q2	$816K	Sell	10,470 -40	-0.4%	-$3.06K	0.11%	109
2014 Q1	$791K	Sell	10,510 -420	-4%	-$31K	0.11%	116
2013 Q4	$822K	Hold	10,930	–	–	0.11%	119
2013 Q3	$761K	Sell	10,930 -150	-1%	-$10.4K	0.12%	115
2013 Q2	$733K	Buy	+11,080	New	+$744K	0.13%	105

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Moody Lynn & Lieberson's VIG Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 5,307 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #108.

Moody Lynn & Lieberson first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Moody Lynn & Lieberson held 5,307 shares of Vanguard Dividend Appreciation ETF worth $1.26M as of Q2 2026.
Moody Lynn & Lieberson left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.07% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #108 holding.
Moody Lynn & Lieberson first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.