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 Q2	$345K	Hold	1,459	–	–	0.12%	132
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 $1.55T 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

McCarter Private Wealth Services's VIG Position: Q2 2026 in Review

McCarter Private Wealth Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,459 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #132.

McCarter Private Wealth Services first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

McCarter Private Wealth Services held 1,459 shares of Vanguard Dividend Appreciation ETF worth $345K as of Q2 2026.
McCarter Private Wealth Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.12% of McCarter Private Wealth Services's portfolio in Q2 2026, its #132 holding.
McCarter Private Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.