Mechanics Bank - Trust Department’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mechanics Bank - Trust Department’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	$911K	Buy	3,849 +82	+2%	+$18.8K	0.11%	132
2026 Q1	$810K	Sell	3,767 -103	-3%	-$23K	0.11%	130
2025 Q4	$851K	Buy	3,870 +253	+7%	+$55.3K	0.11%	127
2025 Q3	$781K	Sell	3,617 -55	-1%	-$11.6K	0.11%	127
2025 Q2	$752K	Sell	3,672 -640	-15%	-$124K	0.11%	132
2025 Q1	$836K	Buy	4,312 +640	+17%	+$127K	0.11%	129
2024 Q4	$719K	Sell	3,672 -5	-0.1%	-$998	0.1%	135
2024 Q3	$728K	Buy	3,677 +1,790	+95%	+$341K	0.1%	139
2024 Q2	$344K	Buy	1,887 +330	+21%	+$59.4K	0.05%	171
2024 Q1	$284K	Sell	1,557 -435	-22%	-$76.4K	0.04%	171
2023 Q4	$339K	Buy	+1,992	New	+$321K	0.05%	158
2019 Q4	–	Sell	-350	Closed	-$42K	–	216
2019 Q3	$42K	Buy	+350	New	+$41.3K	0.01%	194

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

Mechanics Bank - Trust Department's VIG Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,849 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #132.

Mechanics Bank - Trust Department first reported a position in VIG in Q3 2019 and has held it in 12 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Mechanics Bank - Trust Department held 3,849 shares of Vanguard Dividend Appreciation ETF worth $911K as of Q2 2026.
Mechanics Bank - Trust Department bought 82 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $18.8K.
Vanguard Dividend Appreciation ETF made up 0.11% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #132 holding.
Mechanics Bank - Trust Department first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 12 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.