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McAdam LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McAdam LLC’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 		$1.31M Sell
5,550
-547
-9% -$126K 0.05% 142
2026
Q1 		$1.31M Buy
6,097
+3
+0% +$669 0.06% 140
2025
Q4 		$1.34M Buy
6,094
+62
+1% +$13.5K 0.06% 131
2025
Q3 		$1.3M Buy
6,032
+764
+15% +$160K 0.06% 125
2025
Q2 		$1.08M Buy
5,268
+998
+23% +$193K 0.06% 131
2025
Q1 		$828K Sell
4,270
-709
-14% -$141K 0.05% 139
2024
Q4 		$975K Sell
4,979
-30
-0.6% -$5.99K 0.05% 138
2024
Q3 		$992K Buy
5,009
+364
+8% +$69.3K 0.06% 133
2024
Q2 		$848K Sell
4,645
-1,079
-19% -$194K 0.05% 129
2024
Q1 		$1.05M Sell
5,724
-155
-3% -$27.2K 0.07% 114
2023
Q4 		$1M Sell
5,879
-52
-0.9% -$8.37K 0.07% 113
2023
Q3 		$922K Buy
5,931
+87
+1% +$14.1K 0.08% 115
2023
Q2 		$949K Buy
5,844
+1,086
+23% +$170K 0.08% 113
2023
Q1 		$733K Buy
4,758
+1,876
+65% +$287K 0.07% 125
2022
Q4 		$495K Sell
2,882
-673
-19% -$100K 0.05% 103
2022
Q3 		$481K Buy
3,555
+159
+5% +$23.7K 0.05% 132
2022
Q2 		$487K Buy
3,396
+513
+18% +$78.1K 0.05% 135
2022
Q1 		$468K Buy
2,883
+1
+0% +$161 0.04% 115
2021
Q4 		$495K Buy
2,882
+117
+4% +$19.3K 0.05% 103
2021
Q3 		$425K Sell
2,765
-461
-14% -$73.5K 0.05% 107
2021
Q2 		$515K Buy
3,226
+1,576
+96% +$242K 0.06% 98
2021
Q1 		$243K Sell
1,650
-93
-5% -$13.2K 0.03% 142
2020
Q4 		$248K Sell
1,743
-58
-3% -$7.86K 0.04% 138
2020
Q3 		$232K Buy
+1,801
New +$227K 0.04% 123
2018
Q4 		– Sell
-1,163
Closed -$129K – 591
2018
Q3 		$129K Hold
1,163
– – 0.05% 92
2018
Q2 		$118K Sell
1,163
-86
-7% -$8.77K 0.05% 89
2018
Q1 		$126K Buy
+1,249
New +$129K 0.06% 83

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McAdam LLC's VIG Position: Q2 2026 in Review

McAdam LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9% in Q2 2026, selling an estimated $126K and leaving 5,550 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #142.

McAdam LLC first reported a position in VIG in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.34M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • McAdam LLC held 5,550 shares of Vanguard Dividend Appreciation ETF worth $1.31M as of Q2 2026.
  • McAdam LLC sold 547 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $126K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of McAdam LLC's portfolio in Q2 2026, its #142 holding.
  • McAdam LLC first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 27 quarters since.
  • McAdam LLC's Vanguard Dividend Appreciation ETF position peaked at $1.34M in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.