Mercer Global Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mercer Global 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	$126M	Sell	585,433 -187,220	-24%	-$41.7M	0.19%	69
2025 Q4	$170M	Buy	772,653 +1,375	+0.2%	+$300K	0.26%	50
2025 Q3	$166M	Buy	771,278 +300,645	+64%	+$63.1M	0.28%	51
2025 Q2	$96.3M	Buy	470,633 +24,167	+5%	+$4.68M	0.2%	69
2025 Q1	$86.6M	Sell	446,466 -18,761	-4%	-$3.73M	0.2%	70
2024 Q4	$91.1M	Sell	465,227 -30,207	-6%	-$6.03M	0.22%	61
2024 Q3	$97.7M	Sell	495,434 -12,891	-3%	-$2.45M	0.23%	65
2024 Q2	$74.6M	Buy	508,325 +94,679	+23%	+$17M	0.2%	71
2024 Q1	$75.7M	Buy	413,646 +54,794	+15%	+$9.63M	0.22%	72
2023 Q4	$61.1M	Sell	358,852 -10,089	-3%	-$1.62M	0.18%	85
2023 Q3	$57.3M	Sell	368,941 -8,488	-2%	-$1.38M	0.22%	68
2023 Q2	$61.3M	Sell	377,429 -28,114	-7%	-$4.4M	0.24%	64
2023 Q1	$62.5M	Sell	405,543 -62,305	-13%	-$9.54M	0.28%	57
2022 Q4	$71M	Buy	467,848 +29,775	+7%	+$4.44M	0.36%	51
2022 Q3	$59.2M	Sell	438,073 -26,516	-6%	-$3.95M	0.35%	48
2022 Q2	$66.7M	Sell	464,589 -14,370	-3%	-$2.19M	0.41%	45
2022 Q1	$77.7M	Buy	478,959 +111,512	+30%	+$18M	0.46%	41
2021 Q4	$63.1M	Sell	367,447 -24,211	-6%	-$3.99M	0.39%	45
2021 Q3	$60.2M	Sell	391,658 -180,231	-32%	-$28.7M	0.42%	42
2021 Q2	$88.5M	Buy	571,889 +17,693	+3%	+$2.72M	0.68%	29
2021 Q1	$81.5M	Buy	554,196 +10,526	+2%	+$1.5M	0.74%	24
2020 Q4	$76.8M	Buy	543,670 +20,554	+4%	+$2.79M	0.96%	21
2020 Q3	$67.3M	Buy	523,116 +35,249	+7%	+$4.43M	1.01%	20
2020 Q2	$57.2M	Sell	487,867 -18,148	-4%	-$2.07M	1.04%	20
2020 Q1	$52.3M	Sell	506,015 -4,615	-0.9%	-$551K	1.15%	18
2019 Q4	$63.7M	Sell	510,630 -12,018	-2%	-$1.45M	1.27%	17
2019 Q3	$62.5M	Sell	522,648 -11,135	-2%	-$1.31M	1.47%	13
2019 Q2	$61.5M	Buy	533,783 +44,015	+9%	+$4.94M	1.63%	10
2019 Q1	$53.7M	Buy	+489,768	New	+$51.6M	1.93%	5

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 $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors's VIG Position: Q1 2026 in Review

Mercer Global Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 24% in Q1 2026, selling an estimated $41.7M and leaving 585,433 shares worth $126M. The position accounts for 0.19% of the portfolio, ranked #69.

Mercer Global Advisors first reported a position in VIG in Q1 2019 and has held it in 29 quarters since. The position peaked at $170M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Mercer Global Advisors held 585,433 shares of Vanguard Dividend Appreciation ETF worth $126M as of Q1 2026.
Mercer Global Advisors sold 187,220 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $41.7M.
Vanguard Dividend Appreciation ETF made up 0.19% of Mercer Global Advisors's portfolio in Q1 2026, its #69 holding.
Mercer Global Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's Vanguard Dividend Appreciation ETF position peaked at $170M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.