White Lighthouse Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.3M | Sell |
51,946
-393
| -0.8% | -$90.2K | 1.53% | 15 |
|
|
2026
Q1 | $11.3M | Sell |
52,339
-257
| -0.5% | -$57.3K | 1.56% | 14 |
|
|
2025
Q4 | $11.6M | Buy |
52,596
+1,567
| +3% | +$342K | 1.61% | 14 |
|
|
2025
Q3 | $11M | Sell |
51,029
-815
| -2% | -$171K | 1.68% | 13 |
|
|
2025
Q2 | $10.6M | Buy |
51,844
+828
| +2% | +$160K | 1.73% | 12 |
|
|
2025
Q1 | $9.9M | Sell |
51,016
-2,577
| -5% | -$512K | 1.77% | 12 |
|
|
2024
Q4 | $10.5M | Sell |
53,593
-2,624
| -5% | -$524K | 1.84% | 12 |
|
|
2024
Q3 | $11.1M | Sell |
56,217
-104
| -0.2% | -$19.8K | 2% | 12 |
|
|
2024
Q2 | $10.3M | Sell |
56,321
-420
| -0.7% | -$75.6K | 1.98% | 12 |
|
|
2024
Q1 | $10.4M | Sell |
56,741
-117
| -0.2% | -$20.6K | 2.1% | 12 |
|
|
2023
Q4 | $9.69M | Sell |
56,858
-1,094
| -2% | -$176K | 2.12% | 12 |
|
|
2023
Q3 | $9M | Sell |
57,952
-34
| -0.1% | -$5.51K | 2.19% | 12 |
|
|
2023
Q2 | $9.42M | Sell |
57,986
-2,992
| -5% | -$469K | 2.25% | 11 |
|
|
2023
Q1 | $9.39M | Buy |
60,978
+1,536
| +3% | +$235K | 2.37% | 10 |
|
|
2022
Q4 | $9.03M | Buy |
59,442
+66
| +0.1% | +$9.84K | 2.45% | 10 |
|
|
2022
Q3 | $8.03M | Buy |
59,376
+5,161
| +10% | +$768K | 2.34% | 11 |
|
|
2022
Q2 | $7.78M | Buy |
54,215
+3,457
| +7% | +$526K | 2.23% | 11 |
|
|
2022
Q1 | $8.23M | Sell |
50,758
-64
| -0.1% | -$10.3K | 2.09% | 13 |
|
|
2021
Q4 | $8.73M | Buy |
50,822
+176
| +0.3% | +$29K | 2.18% | 12 |
|
|
2021
Q3 | $7.78M | Buy |
50,646
+2,638
| +5% | +$420K | 2.09% | 13 |
|
|
2021
Q2 | $7.43M | Buy |
48,008
+363
| +0.8% | +$55.7K | 2.04% | 12 |
|
|
2021
Q1 | $7.01M | Sell |
47,645
-7,675
| -14% | -$1.09M | 2.14% | 11 |
|
|
2020
Q4 | $7.81M | Sell |
55,320
-442
| -0.8% | -$59.9K | 2.49% | 10 |
|
|
2020
Q3 | $7.17M | Sell |
55,762
-2,400
| -4% | -$302K | 2.48% | 11 |
|
|
2020
Q2 | $6.82M | Buy |
58,162
+1,216
| +2% | +$138K | 2.5% | 11 |
|
|
2020
Q1 | $5.89M | Buy |
56,946
+6,647
| +13% | +$793K | 2.46% | 11 |
|
|
2019
Q4 | $6.27M | Buy |
50,299
+4,485
| +10% | +$543K | 2.3% | 10 |
|
|
2019
Q3 | $5.48M | Buy |
45,814
+3,008
| +7% | +$355K | 2.2% | 10 |
|
|
2019
Q2 | $4.93M | Sell |
42,806
-2,763
| -6% | -$310K | 2.06% | 13 |
|
|
2019
Q1 | $5M | Sell |
45,569
-2,404
| -5% | -$253K | 2.29% | 12 |
|
|
2018
Q4 | $4.7M | Buy |
47,973
+245
| +0.5% | +$25.6K | 2.58% | 10 |
|
|
2018
Q3 | $5.28M | Sell |
47,728
-483
| -1% | -$51.9K | 2.7% | 11 |
|
|
2018
Q2 | $4.9M | Buy |
48,211
+3,044
| +7% | +$310K | 2.69% | 11 |
|
|
2018
Q1 | $4.56M | Buy |
45,167
+425
| +0.9% | +$44.1K | 2.62% | 11 |
|
|
2017
Q4 | $4.57M | Buy |
+44,742
| New | +$4.41M | 2.62% | 11 |
|
Other funds holding VIG
HWM
S
MWM
JIC
White Lighthouse Investment Management's VIG Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.75% in Q2 2026, selling an estimated $90.2K and leaving 51,946 shares worth $12.3M. The position accounts for 1.53% of the portfolio, ranked #15.
White Lighthouse Investment Management first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- White Lighthouse Investment Management held 51,946 shares of Vanguard Dividend Appreciation ETF worth $12.3M as of Q2 2026.
- White Lighthouse Investment Management sold 393 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $90.2K.
- Vanguard Dividend Appreciation ETF made up 1.53% of White Lighthouse Investment Management's portfolio in Q2 2026, its #15 holding.
- White Lighthouse Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
- 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.