Forvis Mazars Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Forvis Mazars Wealth Advisors’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 Q1	$10M	Sell	46,685 -2,753	-6%	-$614K	0.19%	60
2025 Q4	$10.9M	Sell	49,438 -68	-0.1%	-$14.9K	0.21%	59
2025 Q3	$10.7M	Sell	49,506 -789	-2%	-$166K	0.21%	57
2025 Q2	$10.3M	Buy	50,295 +348	+0.7%	+$67.4K	0.22%	57
2025 Q1	$9.69M	Sell	49,947 -864	-2%	-$172K	0.23%	53
2024 Q4	$9.95M	Sell	50,811 -323	-0.6%	-$64.5K	0.23%	56
2024 Q3	$10.1M	Sell	51,134 -1,574	-3%	-$300K	0.23%	57
2024 Q2	$9.62M	Sell	52,708 -2,042	-4%	-$368K	0.24%	56
2024 Q1	$10M	Sell	54,750 -364	-0.7%	-$63.9K	0.25%	55
2023 Q4	$9.39M	Sell	55,114 -1,730	-3%	-$278K	0.26%	58
2023 Q3	$8.83M	Sell	56,844 -730	-1%	-$118K	0.27%	61
2023 Q2	$9.35M	Sell	57,574 -590	-1%	-$92.4K	0.27%	62
2023 Q1	$8.96M	Sell	58,164 -701	-1%	-$107K	0.29%	58
2022 Q4	$8.94M	Sell	58,865 -5,877	-9%	-$876K	0.31%	59
2022 Q3	$8.75M	Sell	64,742 -1,065	-2%	-$158K	0.35%	48
2022 Q2	$9.44M	Buy	65,807 +6,785	+11%	+$1.03M	0.38%	42
2022 Q1	$9.57M	Sell	59,022 -297	-0.5%	-$47.9K	0.41%	30
2021 Q4	$10.2M	Sell	59,319 -668	-1%	-$110K	0.43%	29
2021 Q3	$9.21M	Sell	59,987 -3,637	-6%	-$580K	0.42%	28
2021 Q2	$9.85M	Buy	63,624 +1,515	+2%	+$233K	0.46%	24
2021 Q1	$9.13M	Sell	62,109 -4,020	-6%	-$572K	0.45%	25
2020 Q4	$9.34M	Sell	66,129 -1,613	-2%	-$219K	0.47%	27
2020 Q3	$8.72M	Sell	67,742 -16,856	-20%	-$2.12M	0.51%	28
2020 Q2	$9.91M	Buy	84,598 +4,040	+5%	+$460K	0.64%	20
2020 Q1	$8.33M	Buy	80,558 +18,070	+29%	+$2.16M	0.68%	23
2019 Q4	$7.79M	Buy	62,488 +6,781	+12%	+$820K	0.56%	22
2019 Q3	$6.66M	Buy	55,707 +3,687	+7%	+$435K	0.53%	21
2019 Q2	$5.99M	Buy	52,020 +15,269	+42%	+$1.71M	0.49%	22
2019 Q1	$4.03M	Buy	36,751 +3,413	+10%	+$360K	0.33%	41
2018 Q4	$3.27M	Buy	33,338 +21,628	+185%	+$2.26M	0.33%	40
2018 Q3	$1.3M	Buy	+11,710	New	+$1.26M	0.11%	94

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VIG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q1 2026, selling an estimated $614K and leaving 46,685 shares worth $10M. The position accounts for 0.19% of the portfolio, ranked #60.

Forvis Mazars Wealth Advisors first reported a position in VIG in Q3 2018 and has held it in 31 quarters since. The position peaked at $10.9M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Forvis Mazars Wealth Advisors held 46,685 shares of Vanguard Dividend Appreciation ETF worth $10M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 2,753 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $614K.
Vanguard Dividend Appreciation ETF made up 0.19% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 31 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $10.9M in Q4 2025.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.