MFIM
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Mesirow Financial Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mesirow Financial Investment 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 		$46.7M Buy
197,505
+551
+0.3% +$127K 0.73% 31
2026
Q1 		$42.4M Buy
196,954
+69,172
+54% +$15.4M 0.69% 36
2025
Q4 		$28.1M Sell
127,782
-69,228
-35% -$15.1M 0.58% 43
2025
Q3 		$42.5M Buy
197,010
+3,194
+2% +$671K 0.76% 29
2025
Q2 		$39.7M Buy
193,816
+5,864
+3% +$1.14M 0.77% 25
2025
Q1 		$36.5M Buy
187,952
+12,099
+7% +$2.41M 0.71% 28
2024
Q4 		$34.4M Sell
175,853
-169,401
-49% -$33.8M 0.68% 33
2024
Q3 		$68.4M Buy
345,254
+179,441
+108% +$34.2M 1.32% 16
2024
Q2 		$30.3M Sell
165,813
-8,386
-5% -$1.51M 0.68% 32
2024
Q1 		$31.8M Buy
174,199
+19,300
+12% +$3.39M 0.72% 34
2023
Q4 		$26.4M Buy
+154,899
New +$24.9M 0.96% 19

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

Mesirow Financial Investment Management's VIG Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.28% in Q2 2026, buying an estimated $127K and bringing the position to 197,505 shares worth $46.7M. The position accounts for 0.73% of the portfolio, ranked #31.

Mesirow Financial Investment Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.4M in Q3 2024. 1,516 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Mesirow Financial Investment Management held 197,505 shares of Vanguard Dividend Appreciation ETF worth $46.7M as of Q2 2026.
  • Mesirow Financial Investment Management bought 551 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $127K.
  • Vanguard Dividend Appreciation ETF made up 0.73% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #31 holding.
  • Mesirow Financial Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Vanguard Dividend Appreciation ETF position peaked at $68.4M in Q3 2024.
  • 1,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.