Medallion Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Medallion Wealth Advisors’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	$1.06M	Sell	4,922 -190	-4%	-$42.4K	0.35%	70
2025 Q4	$1.12M	Sell	5,112 -309	-6%	-$67.5K	0.38%	65
2025 Q3	$1.17M	Buy	5,421 +370	+7%	+$77.7K	0.42%	60
2025 Q2	$1.04M	Sell	5,051 -256	-5%	-$49.6K	0.4%	61
2025 Q1	$1.03M	Buy	5,307 +863	+19%	+$172K	0.47%	50
2024 Q4	$870K	Buy	+4,444	New	+$887K	0.43%	55

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

Medallion Wealth Advisors's VIG Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.7% in Q1 2026, selling an estimated $42.4K and leaving 4,922 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #70.

Medallion Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Medallion Wealth Advisors held 4,922 shares of Vanguard Dividend Appreciation ETF worth $1.06M as of Q1 2026.
Medallion Wealth Advisors sold 190 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $42.4K.
Vanguard Dividend Appreciation ETF made up 0.35% of Medallion Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Medallion Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.17M in Q3 2025.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.