Southland Equity Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Southland Equity Partners’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	$494K	Sell	2,087 -22	-1%	-$5.05K	0.09%	171
2026 Q1	$454K	Buy	2,109 +2	+0.1%	+$446	0.09%	163
2025 Q4	$463K	Buy	2,107 +6	+0.3%	+$1.31K	0.09%	153
2025 Q3	$453K	Buy	2,101 +3	+0.1%	+$630	0.09%	150
2025 Q2	$429K	Hold	2,098	–	–	0.09%	140
2025 Q1	$407K	Buy	2,098 +3	+0.1%	+$597	0.09%	144
2024 Q4	$410K	Buy	2,095 +6	+0.3%	+$1.2K	0.1%	139
2024 Q3	$414K	Buy	2,089 +69	+3%	+$13.1K	0.1%	138
2024 Q2	$369K	Sell	2,020 -1,278	-39%	-$230K	0.11%	124
2024 Q1	$602K	Hold	3,298	–	–	0.17%	82
2023 Q4	$562K	Sell	3,298 -81	-2%	-$13K	0.18%	81
2023 Q3	$525K	Sell	3,379 -56	-2%	-$9.08K	0.18%	79
2023 Q2	$558K	Sell	3,435 -31	-0.9%	-$4.86K	0.19%	76
2023 Q1	$534K	Buy	3,466 +1,004	+41%	+$154K	0.21%	80
2022 Q4	$374K	Sell	2,462 -93	-4%	-$13.9K	0.14%	96
2022 Q3	$345K	Buy	2,555 +41	+2%	+$6.1K	0.17%	96
2022 Q2	$361K	Hold	2,514	–	–	0.16%	100
2022 Q1	$408K	Hold	2,514	–	–	0.17%	94
2021 Q4	$432K	Hold	2,514	–	–	0.18%	89
2021 Q3	$386K	Hold	2,514	–	–	0.18%	91
2021 Q2	$389K	Buy	2,514 +305	+14%	+$46.8K	0.18%	88
2021 Q1	$325K	Hold	2,209	–	–	0.18%	97
2020 Q4	$312K	Buy	+2,209	New	+$299K	0.21%	86

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

Southland Equity Partners's VIG Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q2 2026, selling an estimated $5.05K and leaving 2,087 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #171.

Southland Equity Partners first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $602K in Q1 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Southland Equity Partners held 2,087 shares of Vanguard Dividend Appreciation ETF worth $494K as of Q2 2026.
Southland Equity Partners sold 22 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.05K.
Vanguard Dividend Appreciation ETF made up 0.09% of Southland Equity Partners's portfolio in Q2 2026, its #171 holding.
Southland Equity Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's Vanguard Dividend Appreciation ETF position peaked at $602K in Q1 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.