Salomon & Ludwin’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Salomon & Ludwin’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	$221K	Sell	934 -47	-5%	-$10.8K	0.02%	169
2026 Q1	$212K	Sell	981 -103	-10%	-$23K	0.02%	165
2025 Q4	$241K	Buy	1,084 +45	+4%	+$9.83K	0.02%	158
2025 Q3	$226K	Buy	1,039 +494	+91%	+$104K	0.02%	154
2025 Q2	$113K	Sell	545 -48	-8%	-$9.3K	0.01%	180
2025 Q1	$115K	Sell	593 -3	-0.5%	-$597	0.01%	164
2024 Q4	$117K	Sell	596 -59	-9%	-$11.8K	0.01%	160
2024 Q3	$130K	Sell	655 -700	-52%	-$133K	0.01%	167
2024 Q2	$247K	Sell	1,355 -2,382	-64%	-$429K	0.03%	140
2024 Q1	$682K	Buy	3,737 +295	+9%	+$51.8K	0.06%	108
2023 Q4	$535K	Hold	3,442	–	–	0.06%	112
2023 Q3	$535K	Hold	3,442	–	–	0.06%	112
2023 Q2	$559K	Hold	3,442	–	–	0.06%	108
2023 Q1	$530K	Hold	3,442	–	–	0.06%	104
2022 Q4	$523K	Hold	3,442	–	–	0.07%	106
2022 Q3	$465K	Hold	3,442	–	–	0.07%	96
2022 Q2	$494K	Hold	3,442	–	–	0.08%	75
2022 Q1	$558K	Buy	3,442 +314	+10%	+$50.7K	0.08%	60
2021 Q4	$537K	Hold	3,128	–	–	0.08%	60
2021 Q3	$480K	Buy	+3,128	New	+$498K	0.07%	59
2020 Q2	–	Sell	-700	Closed	-$72K	–	213
2020 Q1	$72K	Hold	700	–	–	0.02%	77
2019 Q4	$87K	Hold	700	–	–	0.02%	86
2019 Q3	$84K	Hold	700	–	–	0.02%	73
2019 Q2	$81K	Hold	700	–	–	0.02%	71
2019 Q1	$77K	Hold	700	–	–	0.02%	68
2018 Q4	$69K	Buy	+700	New	+$73K	0.02%	68

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Salomon & Ludwin's VIG Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.8% in Q2 2026, selling an estimated $10.8K and leaving 934 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #169.

Salomon & Ludwin first reported a position in VIG in Q4 2018 and has held it in 26 quarters since. The position peaked at $682K in Q1 2024. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Salomon & Ludwin held 934 shares of Vanguard Dividend Appreciation ETF worth $221K as of Q2 2026.
Salomon & Ludwin sold 47 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.8K.
Vanguard Dividend Appreciation ETF made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #169 holding.
Salomon & Ludwin first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 26 quarters since.
Salomon & Ludwin's Vanguard Dividend Appreciation ETF position peaked at $682K in Q1 2024.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.