Marshall & Sterling Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marshall & Sterling Wealth 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	$1.1M	Sell	4,654 -2,315	-33%	-$532K	0.65%	36
2026 Q1	$1.5M	Sell	6,969 -20,345	-74%	-$4.54M	0.98%	26
2025 Q4	$6M	Sell	27,314 -596	-2%	-$130K	3.96%	5
2025 Q3	$6M	Sell	27,910 -740	-3%	-$155K	3.85%	6
2025 Q2	$5.84M	Sell	28,650 -659	-2%	-$128K	3.96%	6
2025 Q1	$5.68M	Buy	29,309 +1,727	+6%	+$343K	3.86%	5
2024 Q4	$5.4M	Buy	+27,582	New	+$5.51M	3.73%	7

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

Marshall & Sterling Wealth Advisors's VIG Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q2 2026, selling an estimated $532K and leaving 4,654 shares worth $1.1M. The position accounts for 0.65% of the portfolio, ranked #36.

Marshall & Sterling Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Marshall & Sterling Wealth Advisors held 4,654 shares of Vanguard Dividend Appreciation ETF worth $1.1M as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 2,315 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $532K.
Vanguard Dividend Appreciation ETF made up 0.65% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $6M in Q4 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.