MFA
VIG icon

McClarren Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McClarren Financial Advisors’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 		$7.47M Sell
31,556
-374
-1% -$85.9K 3.86% 8
2026
Q1 		$6.87M Buy
31,930
+13,421
+73% +$2.99M 4.07% 8
2025
Q4 		$6.83M Sell
18,509
-5,527
-23% -$1.21M 4.07% 8
2025
Q3 		$6.93M Sell
24,036
-8,773
-27% -$1.84M 4.24% 7
2025
Q2 		$6.71M Buy
32,809
+8,350
+34% +$1.62M 4.37% 7
2025
Q1 		$6.48M Buy
+24,459
New +$4.86M 4.29% 7
2024
Q4 		– Sell
-25,589
Closed -$28.7K – 308
2024
Q3 		$28.7K Buy
25,589
+15,732
+160% +$3M 3.61% 7
2024
Q2 		$6.39M Sell
9,857
-25,834
-72% -$4.65M 4.46% 7
2024
Q1 		$6.52M Buy
35,691
+90
+0.3% +$15.8K 4.68% 5
2023
Q4 		$6.07M Buy
35,601
+263
+0.7% +$42.3K 4.62% 5
2023
Q3 		$5.49M Sell
35,338
-842
-2% -$136K 4.78% 5
2023
Q2 		$5.88M Sell
36,180
-945
-3% -$148K 4.86% 5
2023
Q1 		$5.69M Sell
37,125
-1,339
-3% -$205K 5.18% 5
2022
Q4 		$5.84M Buy
38,464
+1,905
+5% +$284K 5.55% 5
2022
Q3 		$4.94M Buy
36,559
+23,288
+175% +$3.47M 4.92% 7
2022
Q2 		$1.9M Sell
13,271
-23,306
-64% -$3.55M 6.09% 7
2022
Q1 		$5.93M Buy
36,577
+119
+0.3% +$19.2K 4.29% 9
2021
Q4 		$6.26M Sell
36,458
-642
-2% -$106K 4.27% 9
2021
Q3 		$5.7M Sell
37,100
-5,956
-14% -$949K 4.44% 7
2021
Q2 		$6.66M Sell
43,056
-2,075
-5% -$318K 5.4% 5
2021
Q1 		$6.64M Buy
45,131
+75
+0.2% +$10.7K 5.94% 5
2020
Q4 		$6.36M Buy
+45,056
New +$6.11M 6.11% 5

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McClarren Financial Advisors's VIG Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2026, selling an estimated $85.9K and leaving 31,556 shares worth $7.47M. The position accounts for 3.86% of the portfolio, ranked #8.

McClarren Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • McClarren Financial Advisors held 31,556 shares of Vanguard Dividend Appreciation ETF worth $7.47M as of Q2 2026.
  • McClarren Financial Advisors sold 374 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $85.9K.
  • Vanguard Dividend Appreciation ETF made up 3.86% of McClarren Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.