MFG
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Magnus Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Magnus Financial Group’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 		$879K Buy
3,714
+11
+0.3% +$2.53K 0.06% 177
2026
Q1 		$796K Buy
3,703
+10
+0.3% +$2.23K 0.06% 172
2025
Q4 		$812K Buy
3,693
+405
+12% +$88.5K 0.06% 193
2025
Q3 		$710K Sell
3,288
-160
-5% -$33.6K 0.06% 205
2025
Q2 		$706K Hold
3,448
– – 0.06% 189
2025
Q1 		$669K Buy
3,448
+13
+0.4% +$2.58K 0.06% 187
2024
Q4 		$673K Sell
3,435
-1,237
-26% -$247K 0.06% 184
2024
Q3 		$925K Buy
4,672
+73
+2% +$13.9K 0.09% 157
2024
Q2 		$840K Hold
4,599
– – 0.09% 153
2024
Q1 		$840K Buy
4,599
+16
+0.3% +$2.81K 0.1% 147
2023
Q4 		$781K Buy
4,583
+46
+1% +$7.4K 0.1% 141
2023
Q3 		$705K Sell
4,537
-541
-11% -$87.7K 0.1% 142
2023
Q2 		$825K Hold
5,078
– – 0.12% 128
2023
Q1 		$782K Buy
5,078
+24
+0.5% +$3.68K 0.12% 134
2022
Q4 		$767K Sell
5,054
-79
-2% -$11.8K 0.12% 133
2022
Q3 		$694K Buy
5,133
+34
+0.7% +$5.06K 0.13% 127
2022
Q2 		$732K Buy
5,099
+1,177
+30% +$179K 0.13% 124
2022
Q1 		$636K Buy
3,922
+578
+17% +$93.3K 0.11% 140
2021
Q4 		$574K Buy
3,344
+12
+0.4% +$1.98K 0.11% 129
2021
Q3 		$512K Sell
3,332
-136
-4% -$21.7K 0.11% 132
2021
Q2 		$537K Buy
3,468
+86
+3% +$13.2K 0.12% 116
2021
Q1 		$497K Buy
3,382
+45
+1% +$6.4K 0.12% 111
2020
Q4 		$471K Buy
3,337
+16
+0.5% +$2.17K 0.05% 153
2020
Q3 		$427K Buy
3,321
+17
+0.5% +$2.14K 0.05% 146
2020
Q2 		$387K Buy
3,304
+12
+0.4% +$1.37K 0.04% 236
2020
Q1 		$340K Sell
3,292
-667
-17% -$79.6K 0.05% 233
2019
Q4 		$494K Buy
3,959
+19
+0.5% +$2.3K 0.07% 147
2019
Q3 		$471K Buy
3,940
+18
+0.5% +$2.12K 0.09% 126
2019
Q2 		$452K Buy
3,922
+608
+18% +$68.2K 0.09% 128
2019
Q1 		$363K Hold
3,314
– – 0.07% 174
2018
Q4 		$325K Buy
+3,314
New +$346K 0.09% 162

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

Magnus Financial Group's VIG Position: Q2 2026 in Review

Magnus Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q2 2026, buying an estimated $2.53K and bringing the position to 3,714 shares worth $879K. The position accounts for 0.06% of the portfolio, ranked #177.

Magnus Financial Group first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $925K in Q3 2024. 982 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Magnus Financial Group held 3,714 shares of Vanguard Dividend Appreciation ETF worth $879K as of Q2 2026.
  • Magnus Financial Group bought 11 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.53K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #177 holding.
  • Magnus Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Vanguard Dividend Appreciation ETF position peaked at $925K in Q3 2024.
  • 982 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.