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MFA Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MFA Wealth Services’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
Q3 		$1.47M Buy
6,292
+10
+0.2% +$2.4K 0.87% 28
2026
Q2 		$1.49M Buy
6,282
+13
+0.2% +$2.98K 0.89% 28
2026
Q1 		$1.35M Buy
6,269
+12
+0.2% +$2.67K 0.89% 26
2025
Q4 		$1.38M Sell
6,257
-71
-1% -$15.5K 0.93% 28
2025
Q3 		$1.37M Buy
6,328
+108
+2% +$22.7K 0.94% 26
2025
Q2 		$1.27M Hold
6,220
– – 0.96% 25
2025
Q1 		$1.21M Buy
6,220
+66
+1% +$13.1K 0.99% 26
2024
Q4 		$1.21M Buy
+6,154
New +$1.23M 0.97% 26

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

MFA Wealth Services's VIG Position: Q3 2026 in Review

MFA Wealth Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.16% in Q3 2026, buying an estimated $2.4K and bringing the position to 6,292 shares worth $1.47M. The position accounts for 0.87% of the portfolio, ranked #28.

MFA Wealth Services first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q2 2026. 451 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • MFA Wealth Services held 6,292 shares of Vanguard Dividend Appreciation ETF worth $1.47M as of Q3 2026.
  • MFA Wealth Services bought 10 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $2.4K.
  • Vanguard Dividend Appreciation ETF made up 0.87% of MFA Wealth Services's portfolio in Q3 2026, its #28 holding.
  • MFA Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • MFA Wealth Services's Vanguard Dividend Appreciation ETF position peaked at $1.49M in Q2 2026.
  • 451 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.