Midwest Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Midwest Trust’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	$3.61M	Sell	15,237 -5,204	-25%	-$1.19M	0.04%	240
2026 Q1	$4.4M	Buy	20,441 +3,184	+18%	+$710K	0.05%	221
2025 Q4	$3.79M	Buy	17,257 +412	+2%	+$90K	0.05%	228
2025 Q3	$3.63M	Sell	16,845 -2,060	-11%	-$433K	0.05%	236
2025 Q2	$3.87M	Buy	+18,905	New	+$3.66M	0.05%	225

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Midwest Trust's VIG Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q2 2026, selling an estimated $1.19M and leaving 15,237 shares worth $3.61M. The position accounts for 0.04% of the portfolio, ranked #240.

Midwest Trust first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.4M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Midwest Trust held 15,237 shares of Vanguard Dividend Appreciation ETF worth $3.61M as of Q2 2026.
Midwest Trust sold 5,204 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.19M.
Vanguard Dividend Appreciation ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #240 holding.
Midwest Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Vanguard Dividend Appreciation ETF position peaked at $4.4M in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.