Mendota Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mendota Financial Group’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
2025 Q1	–	Sell	-1,678	Closed	-$329K	–	353
2024 Q4	$329K	Sell	1,678 -995	-37%	-$199K	0.21%	34
2024 Q3	$529K	Hold	2,673	–	–	0.25%	32
2024 Q2	$488K	Sell	2,673 -277	-9%	-$49.9K	0.26%	33
2024 Q1	$539K	Hold	2,950	–	–	0.32%	33
2023 Q4	$503K	Sell	2,950 -85	-3%	-$13.7K	0.39%	40
2023 Q3	$472K	Hold	3,035	–	–	0.49%	27
2023 Q2	$493K	Sell	3,035 -200	-6%	-$31.3K	0.56%	23
2023 Q1	$525K	Buy	3,235 +150	+5%	+$23K	0.52%	26
2022 Q4	$468K	Buy	+3,085	New	+$460K	0.6%	22

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mendota Financial Group's VIG Position: Q1 2025 in Review

Mendota Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,678 shares — an estimated $329K sold.

Mendota Financial Group first reported a position in VIG in Q4 2022 and held it in 9 quarters. The position peaked at $539K in Q1 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Mendota Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 1,678 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $329K.
Mendota Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 9 quarters.
Mendota Financial Group's Vanguard Dividend Appreciation ETF position peaked at $539K in Q1 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.