Meritage Portfolio Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Meritage Portfolio 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
2025 Q4	$217K	Hold	988	–	–	0.01%	300
2025 Q3	$213K	Hold	988	–	–	0.01%	313
2025 Q2	$202K	Buy	+988	New	+$191K	0.01%	315
2024 Q2	–	Sell	-1,349	Closed	-$246K	–	354
2024 Q1	$246K	Sell	1,349 -8	-0.6%	-$1.41K	0.02%	313
2023 Q4	$231K	Buy	+1,357	New	+$218K	0.02%	319
2023 Q3	–	Sell	-1,239	Closed	-$201K	–	346
2023 Q2	$201K	Buy	+1,239	New	+$194K	0.01%	332
2022 Q3	–	Sell	-1,413	Closed	-$203K	–	340
2022 Q2	$203K	Sell	1,413 -444	-24%	-$67.6K	0.02%	296
2022 Q1	$301K	Sell	1,857 -10	-0.5%	-$1.61K	0.02%	270
2021 Q4	$321K	Hold	1,867	–	–	0.02%	252
2021 Q3	$287K	Hold	1,867	–	–	0.02%	251
2021 Q2	$289K	Hold	1,867	–	–	0.02%	255
2021 Q1	$275K	Buy	+1,867	New	+$266K	0.02%	245

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meritage Portfolio Management's VIG Position: Q4 2025 in Review

Meritage Portfolio Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2025 at 988 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #300.

Meritage Portfolio Management first reported a position in VIG in Q1 2021 and has held it in 12 quarters since. The position peaked at $321K in Q4 2021. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Meritage Portfolio Management held 988 shares of Vanguard Dividend Appreciation ETF worth $217K as of Q4 2025.
Meritage Portfolio Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2025.
Vanguard Dividend Appreciation ETF made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #300 holding.
Meritage Portfolio Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 12 quarters since.
Meritage Portfolio Management's Vanguard Dividend Appreciation ETF position peaked at $321K in Q4 2021.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.