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MLG Wealth Management DBA Pine Grove Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$350K Buy
+1,591
New +$348K 0.04% 145

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's VIG Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2025: 1,591 shares worth $350K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings.

2,528 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 1,591 shares of Vanguard Dividend Appreciation ETF worth $350K as of Q4 2025.
  • Vanguard Dividend Appreciation ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Vanguard Dividend Appreciation ETF made up 0.04% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #145 holding.
  • 2,528 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.