Magnolia Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Magnolia Capital Advisors’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	$1.14M	Buy	4,813 +2	+0%	+$459	0.2%	129
2026 Q1	$1.03M	Buy	4,811 +854	+22%	+$190K	0.2%	129
2025 Q4	$870K	Buy	3,957 +1,747	+79%	+$382K	0.18%	131
2025 Q3	$477K	Hold	2,210	–	–	0.12%	154
2025 Q2	$452K	Sell	2,210 -75	-3%	-$14.5K	0.11%	164
2025 Q1	$443K	Buy	2,285 +75	+3%	+$14.9K	0.12%	160
2024 Q4	$433K	Buy	+2,210	New	+$441K	0.11%	168
2023 Q2	–	Sell	-1,633	Closed	-$251K	–	155
2023 Q1	$251K	Buy	+1,633	New	+$250K	0.13%	128

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

Magnolia Capital Advisors's VIG Position: Q2 2026 in Review

Magnolia Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.04% in Q2 2026, buying an estimated $459 and bringing the position to 4,813 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #129.

Magnolia Capital Advisors first reported a position in VIG in Q1 2023 and has held it in 8 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Magnolia Capital Advisors held 4,813 shares of Vanguard Dividend Appreciation ETF worth $1.14M as of Q2 2026.
Magnolia Capital Advisors bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.2% of Magnolia Capital Advisors's portfolio in Q2 2026, its #129 holding.
Magnolia Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 8 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.