Midland Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Midland Wealth 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	$300K	Sell	1,396 -30	-2%	-$6.69K	0.02%	136
2025 Q4	$313K	Sell	1,426 -110	-7%	-$24K	0.02%	137
2025 Q3	$331K	Buy	1,536 +380	+33%	+$79.8K	0.02%	138
2025 Q2	$237K	Hold	1,156	–	–	0.01%	158
2025 Q1	$224K	Sell	1,156 -239	-17%	-$47.5K	0.01%	174
2024 Q4	$273K	Sell	1,395 -100	-7%	-$20K	0.02%	166
2024 Q3	$296K	Buy	+1,495	New	+$285K	0.02%	166

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

Midland Wealth Advisors's VIG Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, selling an estimated $6.69K and leaving 1,396 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #136.

Midland Wealth Advisors first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $331K in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Midland Wealth Advisors held 1,396 shares of Vanguard Dividend Appreciation ETF worth $300K as of Q1 2026.
Midland Wealth Advisors sold 30 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.69K.
Vanguard Dividend Appreciation ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q1 2026, its #136 holding.
Midland Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
Midland Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $331K in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.