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 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%	-$8.59K	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

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

MB, Levis & Associates's VIG Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q2 2026, buying an estimated $459 and bringing the position to 661 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #69.

MB, Levis & Associates first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MB, Levis & Associates held 661 shares of Vanguard Dividend Appreciation ETF worth $156K as of Q2 2026.
MB, Levis & Associates bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.06% of MB, Levis & Associates's portfolio in Q2 2026, its #69 holding.
MB, Levis & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.