Measured Wealth Private Client Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Measured Wealth Private Client Group’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	$279K	Sell	1,179 -175	-13%	-$40.2K	0.07%	159
2026 Q1	$291K	Hold	1,354	–	–	0.08%	144
2025 Q4	$298K	Buy	1,354 +225	+20%	+$49.2K	0.08%	143
2025 Q3	$244K	Hold	1,129	–	–	0.07%	155
2025 Q2	$231K	Hold	1,129	–	–	0.07%	164
2025 Q1	$219K	Sell	1,129 -695	-38%	-$138K	0.07%	160
2024 Q4	$357K	Hold	1,824	–	–	0.12%	115
2024 Q3	$361K	Hold	1,824	–	–	0.12%	114
2024 Q2	$333K	Hold	1,824	–	–	0.12%	139
2024 Q1	$333K	Hold	1,824	–	–	0.12%	136
2023 Q4	$311K	Hold	1,824	–	–	0.11%	130
2023 Q3	$283K	Hold	1,824	–	–	0.11%	129
2023 Q2	$296K	Hold	1,824	–	–	0.11%	141
2023 Q1	$281K	Hold	1,824	–	–	0.11%	142
2022 Q4	$277K	Sell	1,824 -789	-30%	-$118K	0.11%	126
2022 Q3	$353K	Hold	2,613	–	–	0.16%	89
2022 Q2	$375K	Buy	2,613 +16	+0.6%	+$2.44K	0.17%	93
2022 Q1	$421K	Hold	2,597	–	–	0.15%	82
2021 Q4	$446K	Hold	2,597	–	–	0.16%	84
2021 Q3	$399K	Hold	2,597	–	–	0.15%	88
2021 Q2	$402K	Sell	2,597 -20	-0.8%	-$3.07K	0.13%	103
2021 Q1	$385K	Hold	2,617	–	–	0.14%	88
2020 Q4	$369K	Hold	2,617	–	–	0.15%	78
2020 Q3	$337K	Buy	2,617 +68	+3%	+$8.55K	0.16%	80
2020 Q2	$299K	Hold	2,549	–	–	0.17%	75
2020 Q1	$264K	Sell	2,549 -40	-2%	-$4.77K	0.21%	72
2019 Q4	$323K	Sell	2,589 -65	-2%	-$7.86K	0.22%	71
2019 Q3	$317K	Sell	2,654 -1,013	-28%	-$119K	0.2%	77
2019 Q2	$422K	Sell	3,667 -242	-6%	-$27.1K	0.24%	83
2019 Q1	$429K	Buy	3,909 +2	+0.1%	+$211	0.26%	76
2018 Q4	$383K	Sell	3,907 -7	-0.2%	-$730	0.35%	47
2018 Q3	$433K	Sell	3,914 -35	-0.9%	-$3.76K	0.26%	63
2018 Q2	$401K	Buy	+3,949	New	+$403K	0.33%	61
2017 Q3	$551K	Buy	+5,815	New	+$543K	0.75%	26

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

Measured Wealth Private Client Group's VIG Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $40.2K and leaving 1,179 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #159.

Measured Wealth Private Client Group first reported a position in VIG in Q3 2017 and has held it in 34 quarters since. The position peaked at $551K in Q3 2017. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Measured Wealth Private Client Group held 1,179 shares of Vanguard Dividend Appreciation ETF worth $279K as of Q2 2026.
Measured Wealth Private Client Group sold 175 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40.2K.
Vanguard Dividend Appreciation ETF made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #159 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 34 quarters since.
Measured Wealth Private Client Group's Vanguard Dividend Appreciation ETF position peaked at $551K in Q3 2017.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.