MASECO Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MASECO Private Wealth’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	$145K	Buy	676 +378	+127%	+$84.3K	﹤0.01%	113
2025 Q4	$65.5K	Buy	+298	New	+$65.1K	﹤0.01%	151
2025 Q3	–	Sell	-298	Closed	-$61K	–	504
2025 Q2	$61K	Buy	+298	New	+$57.8K	﹤0.01%	160

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

MASECO Private Wealth's VIG Position: Q1 2026 in Review

MASECO Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 127% in Q1 2026, buying an estimated $84.3K and bringing the position to 676 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

MASECO Private Wealth first reported a position in VIG in Q2 2025 and has held it in 3 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

MASECO Private Wealth held 676 shares of Vanguard Dividend Appreciation ETF worth $145K as of Q1 2026.
MASECO Private Wealth bought 378 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $84.3K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #113 holding.
MASECO Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 3 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.