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Mendel Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mendel Capital 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 		$14.2M Sell
60,179
-521
-0.9% -$120K 6.41% 5
2026
Q1 		$13.1M Buy
+60,700
New +$13.5M 6.56% 5
2025
Q3 		$13.1M Buy
60,577
+31
+0.1% +$6.51K 6.86% 5
2025
Q2 		$12.4M Sell
60,546
-2,009
-3% -$389K 7.07% 4
2025
Q1 		$12.1M Buy
62,555
+1,536
+3% +$305K 7.34% 4
2024
Q4 		$11.9M Buy
61,019
+575
+1% +$115K 7.24% 4
2024
Q3 		$12M Sell
60,444
-351
-0.6% -$66.8K 7.35% 4
2024
Q2 		$11.1M Sell
60,795
-1,007
-2% -$181K 7.17% 4
2024
Q1 		$11.3M Buy
61,802
+18
+0% +$3.16K 7.47% 4
2023
Q4 		$10.5M Buy
61,784
+980
+2% +$158K 7.56% 4
2023
Q3 		$9.45M Sell
60,804
-1,019
-2% -$165K 7.76% 4
2023
Q2 		$10M Sell
61,823
-4,052
-6% -$635K 8.03% 4
2023
Q1 		$10.1M Buy
65,875
+924
+1% +$142K 9.16% 4
2022
Q4 		$9.86M Buy
64,951
+1,985
+3% +$296K 10.28% 3
2022
Q3 		$8.51M Buy
62,966
+3,425
+6% +$510K 9.99% 4
2022
Q2 		$8.54M Sell
59,541
-94
-0.2% -$14.3K 9.56% 4
2022
Q1 		$9.67M Buy
59,635
+1,558
+3% +$251K 9.15% 4
2021
Q4 		$9.97M Buy
+58,077
New +$9.57M 9.16% 4

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mendel Capital Management's VIG Position: Q2 2026 in Review

Mendel Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.86% in Q2 2026, selling an estimated $120K and leaving 60,179 shares worth $14.2M. The position accounts for 6.41% of the portfolio, ranked #5.

Mendel Capital Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Mendel Capital Management held 60,179 shares of Vanguard Dividend Appreciation ETF worth $14.2M as of Q2 2026.
  • Mendel Capital Management sold 521 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Dividend Appreciation ETF made up 6.41% of Mendel Capital Management's portfolio in Q2 2026, its #5 holding.
  • Mendel Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.