Macroview Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Macroview Investment Management’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	$698K	Buy	2,951 +10	+0.3%	+$2.3K	0.43%	51
2026 Q1	$633K	Buy	2,941 +8	+0.3%	+$1.78K	0.44%	50
2025 Q4	$645K	Buy	2,933 +17	+0.6%	+$3.71K	0.44%	50
2025 Q3	$629K	Buy	2,916 +9	+0.3%	+$1.89K	0.47%	45
2025 Q2	$595K	Hold	2,907	–	–	0.48%	44
2025 Q1	$564K	Sell	2,907 -44	-1%	-$8.75K	0.53%	44
2024 Q4	$578K	Buy	2,951 +1	+0%	+$200	0.58%	39
2024 Q3	$584K	Sell	2,950 -1	-0%	-$190	0.57%	37
2024 Q2	$539K	Sell	2,951 -237	-7%	-$42.7K	0.57%	38
2024 Q1	$582K	Sell	3,188 -56	-2%	-$9.84K	0.64%	40
2023 Q4	$553K	Sell	3,244 -121	-4%	-$19.5K	0.65%	45
2023 Q3	$523K	Buy	3,365 +2,120	+170%	+$344K	0.7%	40
2023 Q2	$202K	Sell	1,245 -18	-1%	-$2.82K	0.31%	50
2023 Q1	$194K	Sell	1,263 -7	-0.6%	-$1.07K	0.31%	48
2022 Q4	$193K	Sell	1,270 -1,280	-50%	-$191K	0.33%	48
2022 Q3	$345K	Buy	2,550 +1,700	+200%	+$253K	0.63%	38
2022 Q2	$122K	Buy	850 +204	+32%	+$31K	0.2%	62
2022 Q1	$105K	Hold	646	–	–	0.15%	66
2021 Q4	$111K	Hold	646	–	–	0.14%	62
2021 Q3	$99K	Hold	646	–	–	0.13%	61
2021 Q2	$100K	Hold	646	–	–	0.13%	59
2021 Q1	$95K	Hold	646	–	–	0.14%	60
2020 Q4	$91K	Hold	646	–	–	0.14%	59
2020 Q3	$83K	Hold	646	–	–	0.14%	54
2020 Q2	$76K	Sell	646 -3,435	-84%	-$391K	0.16%	53
2020 Q1	$422K	Buy	4,081 +13	+0.3%	+$1.55K	0.9%	22
2019 Q4	$507K	Hold	4,068	–	–	1.05%	21
2019 Q3	$486K	Sell	4,068 -43	-1%	-$5.07K	1.05%	21
2019 Q2	$473K	Sell	4,111 -49	-1%	-$5.5K	1.23%	21
2019 Q1	$456K	Sell	4,160 -280	-6%	-$29.5K	1.13%	21
2018 Q4	$435K	Sell	4,440 -1,068	-19%	-$111K	1.39%	18
2018 Q3	$610K	Sell	5,508 -5,207	-49%	-$560K	1.91%	12
2018 Q2	$1.09M	Sell	10,715 -176	-2%	-$17.9K	3.8%	8
2018 Q1	$1.1M	Buy	+10,891	New	+$1.13M	3.93%	8

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

Macroview Investment Management's VIG Position: Q2 2026 in Review

Macroview Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,951 shares worth $698K. The position accounts for 0.43% of the portfolio, ranked #51.

Macroview Investment Management first reported a position in VIG in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.1M in Q1 2018. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Macroview Investment Management held 2,951 shares of Vanguard Dividend Appreciation ETF worth $698K as of Q2 2026.
Macroview Investment Management bought 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
Vanguard Dividend Appreciation ETF made up 0.43% of Macroview Investment Management's portfolio in Q2 2026, its #51 holding.
Macroview Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 34 quarters since.
Macroview Investment Management's Vanguard Dividend Appreciation ETF position peaked at $1.1M in Q1 2018.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.