McLean Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McLean Asset 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 Q1	$672K	Buy	3,125 +24	+0.8%	+$5.35K	0.12%	80
2025 Q4	$697K	Buy	3,101 +358	+13%	+$78.2K	0.12%	74
2025 Q3	$597K	Buy	2,743 +2	+0.1%	+$420	0.12%	84
2025 Q2	$566K	Buy	2,741 +2	+0.1%	+$388	0.15%	78
2025 Q1	$476K	Buy	2,739 +3	+0.1%	+$597	0.16%	76
2024 Q4	$536K	Buy	2,736 +2	+0.1%	+$399	0.16%	73
2024 Q3	$539K	Buy	2,734 +2	+0.1%	+$381	0.16%	74
2024 Q2	$506K	Buy	2,732 +3	+0.1%	+$540	0.16%	75
2024 Q1	$491K	Buy	2,729 +2	+0.1%	+$351	0.17%	73
2023 Q4	$459K	Buy	2,727 +2	+0.1%	+$322	0.17%	68
2023 Q3	$427K	Buy	2,725 +5	+0.2%	+$811	0.18%	67
2023 Q2	$442K	Hold	2,720	–	–	0.17%	70
2023 Q1	$419K	Buy	2,720 +3	+0.1%	+$460	0.17%	72
2022 Q4	$413K	Buy	2,717 +369	+16%	+$55K	0.14%	76
2022 Q3	$322K	Buy	2,348 +2	+0.1%	+$298	0.12%	85
2022 Q2	$340K	Buy	2,346 +3	+0.1%	+$457	0.14%	80
2022 Q1	$380K	Buy	2,343 +2	+0.1%	+$323	0.28%	68
2021 Q4	$396K	Buy	2,341 +2	+0.1%	+$330	0.15%	73
2021 Q3	$385K	Buy	2,339 +489	+26%	+$77.9K	0.15%	76
2021 Q2	$291K	Hold	1,850	–	–	0.13%	79
2021 Q1	$283K	Hold	1,850	–	–	0.22%	75
2020 Q4	$261K	Buy	+1,850	New	+$251K	0.23%	72

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

McLean Asset Management's VIG Position: Q1 2026 in Review

McLean Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.77% in Q1 2026, buying an estimated $5.35K and bringing the position to 3,125 shares worth $672K. The position accounts for 0.12% of the portfolio, ranked #80.

McLean Asset Management first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $697K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

McLean Asset Management held 3,125 shares of Vanguard Dividend Appreciation ETF worth $672K as of Q1 2026.
McLean Asset Management bought 24 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.35K.
Vanguard Dividend Appreciation ETF made up 0.12% of McLean Asset Management's portfolio in Q1 2026, its #80 holding.
McLean Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
McLean Asset Management's Vanguard Dividend Appreciation ETF position peaked at $697K in Q4 2025.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.