MWM
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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBE Wealth Management's VIG Position: Q2 2026 in Review

MBE Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.39% in Q2 2026, selling an estimated $2.3K and leaving 2,532 shares worth $599K. The position accounts for 0.21% of the portfolio, ranked #66.

MBE Wealth Management first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $688K in Q1 2021. 1,322 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • MBE Wealth Management held 2,532 shares of Vanguard Dividend Appreciation ETF worth $599K as of Q2 2026.
  • MBE Wealth Management sold 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of MBE Wealth Management's portfolio in Q2 2026, its #66 holding.
  • MBE Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • MBE Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $688K in Q1 2021.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.