Salomon & Ludwin
VIG icon

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
Q3 		$216K Sell
926
-8
-0.9% -$1.92K 0.02% 161
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% +$9.8K 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Salomon & Ludwin's VIG Position: Q3 2026 in Review

Salomon & Ludwin reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.86% in Q3 2026, selling an estimated $1.92K and leaving 926 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #161.

Salomon & Ludwin first reported a position in VIG in Q4 2018 and has held it in 27 quarters since. The position peaked at $682K in Q1 2024. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Salomon & Ludwin held 926 shares of Vanguard Dividend Appreciation ETF worth $216K as of Q3 2026.
  • Salomon & Ludwin sold 8 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.92K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Salomon & Ludwin's portfolio in Q3 2026, its #161 holding.
  • Salomon & Ludwin first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 27 quarters since.
  • Salomon & Ludwin's Vanguard Dividend Appreciation ETF position peaked at $682K in Q1 2024.
  • 2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.