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 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

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

McDonald Partners's VIG Position: Q2 2026 in Review

McDonald Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 869 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings. This is a return to the name: McDonald Partners previously reported a position in VIG as recently as Q2 2022.

McDonald Partners first reported a position in VIG in Q4 2020 and has held it in 8 quarters since. The position peaked at $6.18M in Q1 2022. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

McDonald Partners held 869 shares of Vanguard Dividend Appreciation ETF worth $206K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new McDonald Partners position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of McDonald Partners's portfolio in Q2 2026, its #217 holding.
McDonald Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's Vanguard Dividend Appreciation ETF position peaked at $6.18M in Q1 2022.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.