McCarthy & Cox’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McCarthy & Cox’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
2025 Q4	$497K	Sell	2,263 -98,123	-98%	-$21.4M	6.03%	5
2025 Q3	$21.7M	Buy	100,386 +9,557	+11%	+$2.01M	4.94%	6
2025 Q2	$18.6M	Sell	90,829 -989	-1%	-$192K	4.87%	6
2025 Q1	$17.8M	Sell	91,818 -4,673	-5%	-$929K	7.76%	5
2024 Q4	$18.9M	Sell	96,491 -1,538	-2%	-$307K	6.56%	4
2024 Q3	$19.4M	Sell	98,029 -7,774	-7%	-$1.48M	7.44%	2
2024 Q2	$19.3M	Buy	105,803 +110	+0.1%	+$19.8K	7.41%	2
2024 Q1	$19.3M	Buy	+105,693	New	+$18.6M	7.29%	2

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HWM

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

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

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

McCarthy & Cox's VIG Position: Q4 2025 in Review

McCarthy & Cox reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 98% in Q4 2025, selling an estimated $21.4M and leaving 2,263 shares worth $497K. The position accounts for 6.03% of the portfolio, ranked #5.

McCarthy & Cox first reported a position in VIG in Q1 2024 and has held it in 8 quarters since. The position peaked at $21.7M in Q3 2025. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

McCarthy & Cox held 2,263 shares of Vanguard Dividend Appreciation ETF worth $497K as of Q4 2025.
McCarthy & Cox sold 98,123 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $21.4M.
Vanguard Dividend Appreciation ETF made up 6.03% of McCarthy & Cox's portfolio in Q4 2025, its #5 holding.
McCarthy & Cox first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 8 quarters since.
McCarthy & Cox's Vanguard Dividend Appreciation ETF position peaked at $21.7M in Q3 2025.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.