MA Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MA Private Wealth’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	$1.17M	Hold	4,926	–	–	0.17%	51
2026 Q1	$1.06M	Hold	4,926	–	–	0.18%	50
2025 Q4	$1.08M	Hold	4,926	–	–	0.18%	48
2025 Q3	$1.06M	Hold	4,926	–	–	0.18%	47
2025 Q2	$1.01M	Hold	4,926	–	–	0.18%	49
2025 Q1	$956K	Hold	4,926	–	–	0.18%	44
2024 Q4	$965K	Hold	4,926	–	–	0.18%	44
2024 Q3	$976K	Sell	4,926 -396	-7%	-$75.4K	0.18%	45
2024 Q2	$972K	Sell	5,322 -86	-2%	-$15.5K	0.19%	43
2024 Q1	$988K	Sell	5,408 -114	-2%	-$20K	0.2%	44
2023 Q4	$941K	Sell	5,522 -294	-5%	-$47.3K	0.2%	44
2023 Q3	$904K	Sell	5,816 -1,436	-20%	-$233K	0.21%	44
2023 Q2	$1.18M	Sell	7,252 -579	-7%	-$90.7K	0.27%	38
2023 Q1	$1.21M	Sell	7,831 -2,693	-26%	-$413K	0.29%	36
2022 Q4	$1.6M	Sell	10,524 -278	-3%	-$41.4K	0.39%	38
2022 Q3	$1.55M	Buy	10,802 +2	+0%	+$298	0.39%	35
2022 Q2	$1.55M	Sell	10,800 -1,342	-11%	-$204K	0.38%	36
2022 Q1	$1.97M	Buy	12,142 +1,115	+10%	+$180K	0.36%	35
2021 Q4	$1.89M	Buy	11,027 +34	+0.3%	+$5.6K	0.34%	36
2021 Q3	$1.69M	Sell	10,993 -373	-3%	-$59.4K	0.33%	37
2021 Q2	$1.76M	Sell	11,366 -2,815	-20%	-$432K	0.35%	40
2021 Q1	$2.09M	Sell	14,181 -1,658	-10%	-$236K	0.43%	37
2020 Q4	$2.24M	Sell	15,839 -218	-1%	-$29.5K	0.51%	31
2020 Q3	$2.07M	Sell	16,057 -44	-0.3%	-$5.54K	0.49%	32
2020 Q2	$1.89M	Sell	16,101 -10,499	-39%	-$1.2M	0.47%	33
2020 Q1	$2.75M	Sell	26,600 -3,383	-11%	-$404K	0.81%	25
2019 Q4	$3.74M	Sell	29,983 -6,860	-19%	-$830K	1.15%	19
2019 Q3	$4.41M	Buy	36,843 +927	+3%	+$109K	1.24%	19
2019 Q2	$4.14M	Buy	35,916 +328	+0.9%	+$36.8K	1.21%	20
2019 Q1	$3.9M	Buy	35,588 +1,245	+4%	+$131K	1.24%	20
2018 Q4	$3.36M	Buy	+34,343	New	+$3.58M	1.28%	23

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

MA Private Wealth's VIG Position: Q2 2026 in Review

MA Private Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 4,926 shares worth $1.17M. The position accounts for 0.17% of the portfolio, ranked #51.

MA Private Wealth first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.41M in Q3 2019. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MA Private Wealth held 4,926 shares of Vanguard Dividend Appreciation ETF worth $1.17M as of Q2 2026.
MA Private Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of MA Private Wealth's portfolio in Q2 2026, its #51 holding.
MA Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
MA Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $4.41M in Q3 2019.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.