MFS
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Madrona Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Madrona Financial Services’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 		$451K Hold
1,907
– – 0.08% 81
2026
Q1 		$410K Hold
1,907
– – 0.09% 73
2025
Q4 		$419K Sell
1,907
-239
-11% -$52.2K 0.09% 78
2025
Q3 		$463K Hold
2,146
– – 0.1% 67
2025
Q2 		$439K Hold
2,146
– – 0.11% 64
2025
Q1 		$416K Hold
2,146
– – 0.11% 64
2024
Q4 		$420K Hold
2,146
– – 0.11% 65
2024
Q3 		$425K Sell
2,146
-75
-3% -$14.3K 0.12% 64
2024
Q2 		$405K Sell
2,221
-763
-26% -$137K 0.12% 58
2024
Q1 		$545K Buy
2,984
+718
+32% +$126K 0.19% 49
2023
Q4 		$386K Sell
2,266
-39
-2% -$6.28K 0.15% 55
2023
Q3 		$358K Buy
2,305
+278
+14% +$45.1K 0.16% 69
2023
Q2 		$329K Buy
2,027
+575
+40% +$90K 0.16% 70
2023
Q1 		$224K Hold
1,452
– – 0.12% 80
2022
Q4 		$220K Sell
1,452
-44
-3% -$6.56K 0.13% 70
2022
Q3 		$202K Buy
1,496
+44
+3% +$6.55K 0.12% 71
2022
Q2 		$208K Hold
1,452
– – 0.12% 76
2022
Q1 		$236K Hold
1,452
– – 0.12% 73
2021
Q4 		$249K Hold
1,452
– – 0.11% 66
2021
Q3 		$223K Hold
1,452
– – 0.11% 60
2021
Q2 		$225K Hold
1,452
– – 0.12% 53
2021
Q1 		$214K Hold
1,452
– – 0.11% 58
2020
Q4 		$205K Buy
+1,452
New +$197K 0.11% 54

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Madrona Financial Services's VIG Position: Q2 2026 in Review

Madrona Financial Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,907 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #81.

Madrona Financial Services first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $545K in Q1 2024. 883 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Madrona Financial Services held 1,907 shares of Vanguard Dividend Appreciation ETF worth $451K as of Q2 2026.
  • Madrona Financial Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Madrona Financial Services's portfolio in Q2 2026, its #81 holding.
  • Madrona Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Madrona Financial Services's Vanguard Dividend Appreciation ETF position peaked at $545K in Q1 2024.
  • 883 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.