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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VIG Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 74% in Q1 2026, selling an estimated $4.54M and leaving 6,969 shares worth $1.5M. The position accounts for 0.98% of the portfolio, ranked #26.

Marshall & Sterling Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Marshall & Sterling Wealth Advisors held 6,969 shares of Vanguard Dividend Appreciation ETF worth $1.5M as of Q1 2026.
Marshall & Sterling Wealth Advisors sold 20,345 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.54M.
Vanguard Dividend Appreciation ETF made up 0.98% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $6M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.