Mad River Investors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mad River Investors’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	–	Sell	-1,000	Closed	-$215K	–	33
2026 Q1	$215K	Sell	1,000 -600	-38%	-$134K	0.08%	32
2025 Q4	$352K	Sell	1,600 -1,000	-38%	-$218K	0.16%	30
2025 Q3	$561K	Sell	2,600 -3,600	-58%	-$756K	0.24%	24
2025 Q2	$1.27M	Hold	6,200	–	–	0.57%	17
2025 Q1	$1.2M	Sell	6,200 -2,865	-32%	-$570K	0.51%	17
2024 Q4	$1.78M	Hold	9,065	–	–	0.82%	15
2024 Q3	$1.8M	Sell	9,065 -987	-10%	-$188K	1%	15
2024 Q2	$1.83M	Hold	10,052	–	–	1.23%	13
2024 Q1	$1.84M	Hold	10,052	–	–	1.27%	14
2023 Q4	$1.71M	Hold	10,052	–	–	1.59%	12
2023 Q3	$1.56M	Hold	10,052	–	–	1.11%	13
2023 Q2	$1.67M	Buy	+10,052	New	+$1.57M	1.24%	13

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

Mad River Investors's VIG Position: Q2 2026 in Review

Mad River Investors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1,000 shares — an estimated $215K sold.

Mad River Investors first reported a position in VIG in Q2 2023 and held it in 12 quarters. The position peaked at $1.84M in Q1 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Mad River Investors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Mad River Investors sold 1,000 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $215K.
Mad River Investors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and held it in 12 quarters.
Mad River Investors's Vanguard Dividend Appreciation ETF position peaked at $1.84M in Q1 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mad River Investors's 13F filing for Q2 2026, filed 3 Aug 2026.