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 Q2	$942K	Sell	3,987 -935	-19%	-$215K	0.3%	81
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 $1.55T 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

Medallion Wealth Advisors's VIG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q2 2026, selling an estimated $215K and leaving 3,987 shares worth $942K. The position accounts for 0.3% of the portfolio, ranked #81.

Medallion Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2025. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Medallion Wealth Advisors held 3,987 shares of Vanguard Dividend Appreciation ETF worth $942K as of Q2 2026.
Medallion Wealth Advisors sold 935 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $215K.
Vanguard Dividend Appreciation ETF made up 0.3% of Medallion Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Medallion Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.17M in Q3 2025.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.