McDonald Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McDonald Partners’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 Q3	$219K	Buy	940 +71	+8%	+$17.1K	0.05%	208
2026 Q2	$206K	Buy	+869	New	+$200K	0.05%	217
2022 Q3	–	Sell	-38,749	Closed	-$5.56M	–	284
2022 Q2	$5.56M	Buy	38,749 +666	+2%	+$101K	1.42%	11
2022 Q1	$6.18M	Buy	38,083 +38,047	+105,686%	+$6.14M	1.35%	10
2021 Q4	$6.18K	Sell	36 -37,901	-100%	-$6.25M	0.01%	230
2021 Q3	$5.83M	Sell	37,937 -863	-2%	-$138K	1.37%	10
2021 Q2	$6.01M	Sell	38,800 -370	-0.9%	-$56.8K	1.42%	10
2021 Q1	$5.76M	Buy	39,170 +82	+0.2%	+$11.7K	1.48%	10
2020 Q4	$5.52M	Buy	+39,088	New	+$5.3M	1.55%	10

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

McDonald Partners's VIG Position: Q3 2026 in Review

McDonald Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.2% in Q3 2026, buying an estimated $17.1K and bringing the position to 940 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #208.

McDonald Partners first reported a position in VIG in Q4 2020 and has held it in 9 quarters since. The position peaked at $6.18M in Q1 2022. 1,533 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

McDonald Partners held 940 shares of Vanguard Dividend Appreciation ETF worth $219K as of Q3 2026.
McDonald Partners bought 71 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $17.1K.
Vanguard Dividend Appreciation ETF made up 0.05% of McDonald Partners's portfolio in Q3 2026, its #208 holding.
McDonald Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 9 quarters since.
McDonald Partners's Vanguard Dividend Appreciation ETF position peaked at $6.18M in Q1 2022.
1,533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.