MBM Wealth Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MBM Wealth Consultants’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	–	Sell	-624	Closed	-$134K	–	360
2026 Q1	$134K	Buy	+624	New	+$139K	0.03%	113
2023 Q2	–	Sell	-624	Closed	-$96K	–	265
2023 Q1	$96K	Hold	624	–	–	0.04%	129
2022 Q4	$95K	Hold	624	–	–	0.04%	134
2022 Q3	$86K	Hold	624	–	–	0.04%	123
2022 Q2	$90K	Hold	624	–	–	0.04%	112
2022 Q1	$101K	Hold	624	–	–	0.04%	124
2021 Q4	$107K	Hold	624	–	–	0.04%	120
2021 Q3	$96K	Hold	624	–	–	0.04%	130
2021 Q2	$97K	Hold	624	–	–	0.05%	122
2021 Q1	$92K	Hold	624	–	–	0.05%	118
2020 Q4	$88K	Hold	624	–	–	0.05%	110
2020 Q3	$80K	Hold	624	–	–	0.05%	110
2020 Q2	$73K	Hold	624	–	–	0.05%	102
2020 Q1	$65K	Hold	624	–	–	0.05%	99
2019 Q4	$78K	Hold	624	–	–	0.06%	104
2019 Q3	$75K	Hold	624	–	–	0.06%	104
2019 Q2	$72K	Hold	624	–	–	0.06%	108
2019 Q1	$68K	Hold	624	–	–	0.06%	109
2018 Q4	$61K	Buy	+624	New	+$65.1K	0.06%	120

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

MBM Wealth Consultants's VIG Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 624 shares — an estimated $134K sold.

MBM Wealth Consultants first reported a position in VIG in Q4 2018 and held it in 19 quarters. The position peaked at $134K in Q1 2026. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MBM Wealth Consultants reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 624 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $134K.
MBM Wealth Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Vanguard Dividend Appreciation ETF position peaked at $134K in Q1 2026.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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