Mayflower Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mayflower Financial 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	$5.38M	Sell	22,717 -331	-1%	-$76K	0.46%	54
2026 Q1	$4.96M	Buy	23,048 +2,257	+11%	+$503K	0.6%	41
2025 Q4	$4.57M	Buy	20,791 +120	+0.6%	+$26.2K	0.55%	46
2025 Q3	$4.46M	Buy	20,671 +6,086	+42%	+$1.28M	0.56%	45
2025 Q2	$2.99M	Sell	14,585 -49	-0.3%	-$9.5K	0.42%	59
2025 Q1	$2.84M	Buy	14,634 +46	+0.3%	+$9.15K	0.43%	57
2024 Q4	$2.86M	Sell	14,588 -29	-0.2%	-$5.79K	0.43%	54
2024 Q3	$2.89M	Sell	14,617 -244	-2%	-$46.5K	0.44%	56
2024 Q2	$2.71M	Sell	14,861 -1,616	-10%	-$291K	0.45%	57
2024 Q1	$3.01M	Sell	16,477 -368	-2%	-$64.6K	0.5%	50
2023 Q4	$2.87M	Sell	16,845 -116	-0.7%	-$18.7K	0.4%	61
2023 Q3	$2.64M	Sell	16,961 -2,320	-12%	-$376K	0.39%	57
2023 Q2	$3.13M	Sell	19,281 -883	-4%	-$138K	0.41%	58
2023 Q1	$3.11M	Sell	20,164 -220	-1%	-$33.7K	0.41%	56
2022 Q4	$3.1M	Buy	20,384 +505	+3%	+$75.3K	0.43%	51
2022 Q3	$2.69M	Sell	19,879 -905	-4%	-$135K	0.43%	47
2022 Q2	$2.98M	Sell	20,784 -2,938	-12%	-$447K	0.46%	47
2022 Q1	$3.85M	Buy	23,722 +4,245	+22%	+$685K	0.52%	42
2021 Q4	$3.35M	Buy	19,477 +1,909	+11%	+$315K	0.44%	46
2021 Q3	$2.84M	Buy	17,568 +319	+2%	+$50.8K	0.38%	56
2021 Q2	$2.67M	Buy	17,249 +250	+1%	+$38.4K	0.37%	57
2021 Q1	$2.5M	Buy	16,999 +141	+0.8%	+$20.1K	0.37%	51
2020 Q4	$2.38M	Buy	+16,858	New	+$2.28M	0.41%	49

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

Mayflower Financial Advisors's VIG Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $76K and leaving 22,717 shares worth $5.38M. The position accounts for 0.46% of the portfolio, ranked #54.

Mayflower Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Mayflower Financial Advisors held 22,717 shares of Vanguard Dividend Appreciation ETF worth $5.38M as of Q2 2026.
Mayflower Financial Advisors sold 331 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $76K.
Vanguard Dividend Appreciation ETF made up 0.46% of Mayflower Financial Advisors's portfolio in Q2 2026, its #54 holding.
Mayflower Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.