McCarter Private Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McCarter Private Wealth Services’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 Q1	$314K	Hold	1,459	–	–	0.14%	131
2025 Q4	$321K	Hold	1,459	–	–	0.14%	125
2025 Q3	$315K	Hold	1,459	–	–	0.16%	104
2025 Q2	$299K	Hold	1,459	–	–	0.17%	97
2025 Q1	$283K	Buy	+1,459	New	+$290K	0.19%	84

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McCarter Private Wealth Services's VIG Position: Q1 2026 in Review

McCarter Private Wealth Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,459 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #131.

McCarter Private Wealth Services first reported a position in VIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $321K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

McCarter Private Wealth Services held 1,459 shares of Vanguard Dividend Appreciation ETF worth $314K as of Q1 2026.
McCarter Private Wealth Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.14% of McCarter Private Wealth Services's portfolio in Q1 2026, its #131 holding.
McCarter Private Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 5 quarters since.
McCarter Private Wealth Services's Vanguard Dividend Appreciation ETF position peaked at $321K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.