Mason Investment Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mason Investment Advisory Services’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	$959K	Buy	4,459 +10	+0.2%	+$2.23K	0.04%	30
2025 Q4	$978K	Sell	4,449 -303	-6%	-$66.2K	0.05%	28
2025 Q3	$1.03M	Buy	4,752 +9	+0.2%	+$1.89K	0.05%	28
2025 Q2	$971K	Hold	4,743	–	–	0.05%	27
2025 Q1	$920K	Buy	4,743 +13	+0.3%	+$2.58K	0.06%	24
2024 Q4	$926K	Buy	4,730 +5	+0.1%	+$998	0.05%	24
2024 Q3	$936K	Buy	4,725 +23	+0.5%	+$4.38K	0.05%	22
2024 Q2	$858K	Sell	4,702 -18	-0.4%	-$3.24K	0.05%	24
2024 Q1	$862K	Hold	4,720	–	–	0.06%	23
2023 Q4	$804K	Sell	4,720 -407	-8%	-$65.5K	0.06%	23
2023 Q3	$797K	Buy	5,127 +486	+10%	+$78.8K	0.07%	20
2023 Q2	$754K	Hold	4,641	–	–	0.07%	21
2023 Q1	$715K	Buy	4,641 +2,000	+76%	+$306K	0.07%	19
2022 Q4	$401K	Hold	2,641	–	–	0.04%	51
2022 Q3	$357K	Hold	2,641	–	–	0.04%	50
2022 Q2	$379K	Sell	2,641 -3,119	-54%	-$475K	0.04%	47
2022 Q1	$934K	Sell	5,760 -98	-2%	-$15.8K	0.08%	51
2021 Q4	$1.01M	Sell	5,858 -244	-4%	-$40.2K	0.08%	51
2021 Q3	$937K	Sell	6,102 -86	-1%	-$13.7K	0.1%	48
2021 Q2	$958K	Hold	6,188	–	–	0.1%	49
2021 Q1	$910K	Hold	6,188	–	–	0.1%	50
2020 Q4	$874K	Sell	6,188 -184	-3%	-$24.9K	0.1%	45
2020 Q3	$820K	Hold	6,372	–	–	0.12%	42
2020 Q2	$747K	Hold	6,372	–	–	0.11%	47
2020 Q1	$659K	Sell	6,372 -1,103	-15%	-$132K	0.11%	51
2019 Q4	$932K	Hold	7,475	–	–	0.14%	55
2019 Q3	$894K	Buy	+7,475	New	+$882K	0.14%	55

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Mason Investment Advisory Services's VIG Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q1 2026, buying an estimated $2.23K and bringing the position to 4,459 shares worth $959K. The position accounts for 0.04% of the portfolio, ranked #30.

Mason Investment Advisory Services first reported a position in VIG in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.03M in Q3 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Mason Investment Advisory Services held 4,459 shares of Vanguard Dividend Appreciation ETF worth $959K as of Q1 2026.
Mason Investment Advisory Services bought 10 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.23K.
Vanguard Dividend Appreciation ETF made up 0.04% of Mason Investment Advisory Services's portfolio in Q1 2026, its #30 holding.
Mason Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 27 quarters since.
Mason Investment Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $1.03M in Q3 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.