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Marino Stram & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marino Stram & Associates’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 		$5.61M Buy
23,714
+134
+0.6% +$30.8K 0.89% 19
2026
Q1 		$5.07M Buy
23,580
+100
+0.4% +$22.3K 0.91% 19
2025
Q4 		$5.16M Sell
23,480
-491
-2% -$107K 0.93% 18
2025
Q3 		$5.17M Buy
23,971
+83
+0.3% +$17.4K 0.93% 18
2025
Q2 		$4.89M Buy
23,888
+47
+0.2% +$9.11K 0.99% 15
2025
Q1 		$4.62M Sell
23,841
-3
-0% -$597 1.03% 13
2024
Q4 		$4.67M Buy
23,844
+3,578
+18% +$714K 1.03% 13
2024
Q3 		$4.01M Buy
20,266
+24
+0.1% +$4.57K 0.9% 19
2024
Q2 		$3.7M Sell
20,242
-892
-4% -$161K 0.9% 18
2024
Q1 		$3.86M Buy
21,134
+802
+4% +$141K 0.91% 19
2023
Q4 		$3.46M Buy
20,332
+1,247
+7% +$201K 0.9% 18
2023
Q3 		$2.97M Buy
19,085
+2,240
+13% +$363K 0.87% 18
2023
Q2 		$2.74M Buy
16,845
+1,862
+12% +$292K 0.77% 22
2023
Q1 		$2.31M Sell
14,983
-2,159
-13% -$331K 0.7% 25
2022
Q4 		$2.6M Buy
17,142
+413
+2% +$61.6K 0.82% 20
2022
Q3 		$2.26M Sell
16,729
-558
-3% -$83K 0.82% 22
2022
Q2 		$2.48M Buy
17,287
+347
+2% +$52.8K 0.86% 20
2022
Q1 		$2.75M Buy
16,940
+684
+4% +$110K 0.87% 20
2021
Q4 		$2.79M Sell
16,256
-52
-0.3% -$8.57K 0.86% 22
2021
Q3 		$2.5M Sell
16,308
-1,108
-6% -$177K 0.87% 23
2021
Q2 		$2.7M Sell
17,416
-506
-3% -$77.7K 0.7% 41
2021
Q1 		$2.64M Buy
17,922
+613
+4% +$87.2K 1.03% 18
2020
Q4 		$2.44M Buy
17,309
+1,756
+11% +$238K 1.09% 19
2020
Q3 		$2M Buy
15,553
+1,007
+7% +$127K 1.07% 21
2020
Q2 		$1.71M Buy
14,546
+2,040
+16% +$232K 1.01% 22
2020
Q1 		$1.29M Buy
+12,506
New +$1.49M 1% 20
2019
Q4 		– Sell
-1,947
Closed -$233K – 91
2019
Q3 		$233K Buy
+1,947
New +$230K 0.17% 76
2019
Q2 		– Sell
-1,494
Closed -$164K – 553
2019
Q1 		$164K Hold
1,494
– – 0.12% 85
2018
Q4 		$146K Buy
1,494
+4
+0.3% +$417 0.13% 84
2018
Q3 		$165K Buy
1,490
+2
+0.1% +$215 0.13% 86
2018
Q2 		$151K Hold
1,488
– – 0.13% 93
2018
Q1 		$150K Buy
1,488
+2
+0.1% +$207 0.14% 91
2017
Q4 		$152K Buy
+1,486
New +$146K 0.14% 88

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Marino Stram & Associates's VIG Position: Q2 2026 in Review

Marino Stram & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.57% in Q2 2026, buying an estimated $30.8K and bringing the position to 23,714 shares worth $5.61M. The position accounts for 0.89% of the portfolio, ranked #19.

Marino Stram & Associates first reported a position in VIG in Q4 2017 and has held it in 33 quarters since. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Marino Stram & Associates held 23,714 shares of Vanguard Dividend Appreciation ETF worth $5.61M as of Q2 2026.
  • Marino Stram & Associates bought 134 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $30.8K.
  • Vanguard Dividend Appreciation ETF made up 0.89% of Marino Stram & Associates's portfolio in Q2 2026, its #19 holding.
  • Marino Stram & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 33 quarters since.
  • 1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.