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Means Investment Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Means Investment Company’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 		$338K Sell
1,572
-25
-2% -$5.57K 0.03% 154
2025
Q4 		$351K Buy
1,597
+8
+0.5% +$1.75K 0.03% 143
2025
Q3 		$343K Sell
1,589
-423
-21% -$88.8K 0.03% 151
2025
Q2 		$412K Hold
2,012
– – 0.04% 140
2025
Q1 		$390K Buy
2,012
+5
+0.2% +$994 0.04% 135
2024
Q4 		$393K Buy
2,007
+58
+3% +$11.6K 0.04% 148
2024
Q3 		$386K Buy
1,949
+5
+0.3% +$952 0.04% 148
2024
Q2 		$355K Buy
1,944
+48
+3% +$8.64K 0.04% 145
2024
Q1 		$346K Buy
1,896
+151
+9% +$26.5K 0.04% 154
2023
Q4 		$297K Sell
1,745
-446
-20% -$71.8K 0.04% 163
2023
Q3 		$340K Sell
2,191
-117
-5% -$19K 0.06% 147
2023
Q2 		$375K Hold
2,308
– – 0.06% 142
2023
Q1 		$355K Sell
2,308
-10
-0.4% -$1.53K 0.06% 142
2022
Q4 		$352K Buy
2,318
+142
+7% +$21.2K 0.07% 140
2022
Q3 		$294K Buy
2,176
+3
+0.1% +$446 0.06% 148
2022
Q2 		$312K Buy
2,173
+561
+35% +$85.4K 0.07% 149
2022
Q1 		$261K Buy
1,612
+2
+0.1% +$323 0.05% 168
2021
Q4 		$277K Buy
1,610
+1
+0.1% +$165 0.05% 164
2021
Q3 		$247K Buy
1,609
+2
+0.1% +$319 0.05% 161
2021
Q2 		$249K Buy
1,607
+2
+0.1% +$307 0.05% 165
2021
Q1 		$236K Buy
1,605
+1
+0.1% +$142 0.05% 160
2020
Q4 		$230K Sell
1,604
-54
-3% -$7.32K 0.05% 162
2020
Q3 		$223K Buy
1,658
+2
+0.1% +$252 0.06% 135
2020
Q2 		$210K Buy
+1,656
New +$189K 0.07% 135
2020
Q1 		– Sell
-1,925
Closed -$248K – 154
2019
Q4 		$248K Buy
1,925
+46
+2% +$5.57K 0.08% 125
2019
Q3 		$225K Sell
1,879
-54
-3% -$6.37K 0.08% 126
2019
Q2 		$226K Buy
1,933
+6
+0.3% +$673 0.09% 126
2019
Q1 		$211K Buy
+1,927
New +$203K 0.09% 130

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Means Investment Company's VIG Position: Q1 2026 in Review

Means Investment Company reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q1 2026, selling an estimated $5.57K and leaving 1,572 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #154.

Means Investment Company first reported a position in VIG in Q1 2019 and has held it in 28 quarters since. The position peaked at $412K in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Means Investment Company held 1,572 shares of Vanguard Dividend Appreciation ETF worth $338K as of Q1 2026.
  • Means Investment Company sold 25 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.57K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #154 holding.
  • Means Investment Company first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 28 quarters since.
  • Means Investment Company's Vanguard Dividend Appreciation ETF position peaked at $412K in Q2 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.