VL
VIG icon

Vima LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vima LLC’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 		$456K Buy
+1,927
New +$442K 0.44% 51
2024
Q3 		$445K Buy
2,247
+9
+0.4% +$1.71K 0.91% 34
2024
Q2 		$409K Sell
2,238
-223
-9% -$40.1K 0.89% 33
2024
Q1 		$379K Buy
2,461
+362
+17% +$63.6K 0.44% 27
2023
Q4 		$358K Buy
+2,099
New +$338K 0.82% 31

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Vima LLC's VIG Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,927 shares worth $456K. The stake represents 0.44% of the portfolio and ranks #51 among its holdings. This is a return to the name: Vima LLC previously reported a position in VIG as recently as Q3 2024.

Vima LLC first reported a position in VIG in Q4 2023 and has held it in 5 quarters since. 1,473 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Vima LLC held 1,927 shares of Vanguard Dividend Appreciation ETF worth $456K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.44% of Vima LLC's portfolio in Q2 2026, its #51 holding.
  • Vima LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,473 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.