MBE Wealth Management
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MBE Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MBE Wealth Management’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 		$614K Buy
2,632
+100
+4% +$24K 0.22% 65
2026
Q2 		$599K Sell
2,532
-10
-0.4% -$2.3K 0.21% 66
2026
Q1 		$547K Sell
2,542
-19
-0.7% -$4.24K 0.23% 58
2025
Q4 		$563K Sell
2,561
-52
-2% -$11.4K 0.24% 58
2025
Q3 		$564K Sell
2,613
-1
-0% -$210 0.24% 54
2025
Q2 		$535K Sell
2,614
-25
-0.9% -$4.84K 0.23% 54
2025
Q1 		$512K Buy
2,639
+80
+3% +$15.9K 0.24% 55
2024
Q4 		$501K Sell
2,559
-16
-0.6% -$3.19K 0.28% 45
2024
Q3 		$510K Sell
2,575
-7
-0.3% -$1.33K 0.28% 52
2024
Q2 		$471K Hold
2,582
– – 0.29% 46
2024
Q1 		$471K Hold
2,582
– – 0.29% 51
2023
Q4 		$440K Sell
2,582
-66
-2% -$10.6K 0.23% 55
2023
Q3 		$411K Sell
2,648
-7
-0.3% -$1.14K 0.24% 50
2023
Q2 		$431K Sell
2,655
-43
-2% -$6.73K 0.23% 49
2023
Q1 		$416K Hold
2,698
– – 0.24% 44
2022
Q4 		$410K Buy
2,698
+36
+1% +$5.37K 0.26% 42
2022
Q3 		$360K Buy
2,662
+36
+1% +$5.36K 0.26% 37
2022
Q2 		$377K Sell
2,626
-47
-2% -$7.15K 0.26% 36
2022
Q1 		$433K Sell
2,673
-50
-2% -$8.07K 0.26% 35
2021
Q4 		$468K Hold
2,723
– – 0.24% 30
2021
Q3 		$418K Sell
2,723
-517
-16% -$82.4K 0.21% 32
2021
Q2 		$502K Sell
3,240
-1,441
-31% -$221K 0.26% 27
2021
Q1 		$688K Sell
4,681
-165
-3% -$23.5K 0.37% 28
2020
Q4 		$684K Buy
4,846
+2,525
+109% +$342K 0.46% 27
2020
Q3 		$271K Hold
2,321
– – 0.23% 38
2020
Q2 		$271K Hold
2,321
– – 0.23% 38
2020
Q1 		$239K Hold
2,321
– – 0.23% 30
2019
Q4 		$289K Buy
+2,321
New +$281K 0.29% 27

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
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
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

MBE Wealth Management's VIG Position: Q3 2026 in Review

MBE Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.9% in Q3 2026, buying an estimated $24K and bringing the position to 2,632 shares worth $614K. The position accounts for 0.22% of the portfolio, ranked #65.

MBE Wealth Management first reported a position in VIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $688K in Q1 2021. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • MBE Wealth Management held 2,632 shares of Vanguard Dividend Appreciation ETF worth $614K as of Q3 2026.
  • MBE Wealth Management bought 100 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $24K.
  • Vanguard Dividend Appreciation ETF made up 0.22% of MBE Wealth Management's portfolio in Q3 2026, its #65 holding.
  • MBE Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $688K in Q1 2021.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.