MB, Levis & Associates
VIG icon

MB, Levis & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MB, Levis & Associates’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
Q3 		$155K Buy
663
+2
+0.3% +$480 0.06% 64
2026
Q2 		$156K Buy
661
+2
+0.3% +$459 0.06% 69
2026
Q1 		$142K Hold
659
– – 0.06% 67
2025
Q4 		$145K Buy
659
+5
+0.8% +$1.09K 0.06% 65
2025
Q3 		$141K Buy
654
+2
+0.3% +$420 0.06% 66
2025
Q2 		$133K Hold
652
– – 0.06% 79
2025
Q1 		$127K Buy
652
+3
+0.5% +$597 0.06% 77
2024
Q4 		$127K Sell
649
-43
-6% -$8.58K 0.06% 74
2024
Q3 		$137K Sell
692
-2
-0.3% -$381 0.07% 73
2024
Q2 		$127K Hold
694
– – 0.07% 73
2024
Q1 		$127K Buy
694
+1
+0.1% +$176 0.07% 73
2023
Q4 		$118K Buy
693
+7
+1% +$1.13K 0.07% 70
2023
Q3 		$107K Sell
686
-178
-21% -$28.9K 0.07% 72
2023
Q2 		$140K Sell
864
-3
-0.3% -$470 0.09% 69
2023
Q1 		$133K Buy
867
+1
+0.1% +$153 0.09% 70
2022
Q4 		$131K Buy
+866
New +$129K 0.1% 60

Other funds holding VIG

HB Wealth Management
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SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MB, Levis & Associates's VIG Position: Q3 2026 in Review

MB, Levis & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q3 2026, buying an estimated $480 and bringing the position to 663 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #64.

MB, Levis & Associates first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $156K in Q2 2026. 1,518 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • MB, Levis & Associates held 663 shares of Vanguard Dividend Appreciation ETF worth $155K as of Q3 2026.
  • MB, Levis & Associates bought 2 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $480.
  • Vanguard Dividend Appreciation ETF made up 0.06% of MB, Levis & Associates's portfolio in Q3 2026, its #64 holding.
  • MB, Levis & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's Vanguard Dividend Appreciation ETF position peaked at $156K in Q2 2026.
  • 1,518 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.