Melfa Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Melfa Wealth Management’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	$275K	Sell	1,161 -3,046	-72%	-$699K	0.15%	134
2026 Q1	$905K	Sell	4,207 -42	-1%	-$9.36K	0.52%	47
2025 Q4	$934K	Hold	4,249	–	–	0.54%	48
2025 Q3	$917K	Buy	4,249 +1	+0%	+$210	0.54%	48
2025 Q2	$870K	Hold	4,248	–	–	0.55%	47
2025 Q1	$824K	Buy	4,248 +10	+0.2%	+$1.99K	0.56%	47
2024 Q4	$830K	Hold	4,238	–	–	0.56%	48
2024 Q3	$839K	Buy	4,238 +11	+0.3%	+$2.09K	0.55%	48
2024 Q2	$772K	Hold	4,227	–	–	0.54%	49
2024 Q1	$772K	Buy	4,227 +254	+6%	+$44.6K	0.56%	47
2023 Q4	$677K	Sell	3,973 -34	-0.8%	-$5.47K	0.64%	43
2023 Q3	$623K	Buy	4,007 +16	+0.4%	+$2.59K	0.68%	42
2023 Q2	$648K	Hold	3,991	–	–	0.66%	40
2023 Q1	$615K	Buy	3,991 +16	+0.4%	+$2.45K	0.61%	42
2022 Q4	$604K	Buy	+3,975	New	+$592K	0.63%	42

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

Melfa Wealth Management's VIG Position: Q2 2026 in Review

Melfa Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 72% in Q2 2026, selling an estimated $699K and leaving 1,161 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #134.

Melfa Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $934K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Melfa Wealth Management held 1,161 shares of Vanguard Dividend Appreciation ETF worth $275K as of Q2 2026.
Melfa Wealth Management sold 3,046 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $699K.
Vanguard Dividend Appreciation ETF made up 0.15% of Melfa Wealth Management's portfolio in Q2 2026, its #134 holding.
Melfa Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $934K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.