McGlone Suttner Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McGlone Suttner Wealth Management’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	$7.36M	Buy	31,098 +22	+0.1%	+$5.05K	0.86%	17
2026 Q1	$6.68M	Sell	31,076 -5	-0%	-$1.11K	0.89%	16
2025 Q4	$6.83M	Sell	31,081 -234	-0.7%	-$51.1K	0.92%	16
2025 Q3	$6.76M	Sell	31,315 -195	-0.6%	-$40.9K	0.95%	15
2025 Q2	$6.45M	Sell	31,510 -67	-0.2%	-$13K	0.97%	15
2025 Q1	$6.13M	Sell	31,577 -880	-3%	-$175K	1.01%	14
2024 Q4	$6.36M	Buy	32,457 +3,335	+11%	+$666K	1.06%	15
2024 Q3	$5.77M	Sell	29,122 -5,984	-17%	-$1.14M	1.2%	15
2024 Q2	$5.98M	Buy	35,106 +349	+1%	+$62.8K	1.23%	13
2024 Q1	$6.35M	Sell	34,757 -349	-1%	-$61.3K	1.19%	15
2023 Q4	$5.98M	Sell	35,106 -609	-2%	-$98K	1.18%	13
2023 Q3	$5.55M	Sell	35,715 -33	-0.1%	-$5.35K	1.29%	13
2023 Q2	$5.81M	Sell	35,748 -459	-1%	-$71.9K	1.33%	12
2023 Q1	$5.58M	Sell	36,207 -1,126	-3%	-$172K	1.43%	13
2022 Q4	$5.67M	Buy	+37,333	New	+$5.56M	1.8%	12

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

McGlone Suttner Wealth Management's VIG Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q2 2026, buying an estimated $5.05K and bringing the position to 31,098 shares worth $7.36M. The position accounts for 0.86% of the portfolio, ranked #17.

McGlone Suttner Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

McGlone Suttner Wealth Management held 31,098 shares of Vanguard Dividend Appreciation ETF worth $7.36M as of Q2 2026.
McGlone Suttner Wealth Management bought 22 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.05K.
Vanguard Dividend Appreciation ETF made up 0.86% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #17 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.