Millennium Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Millennium Capital 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 Q2	$1.03M	Sell	4,338 -175	-4%	-$40.2K	0.56%	41
2026 Q1	$971K	Hold	4,513	–	–	0.6%	37
2025 Q4	$992K	Sell	4,513 -250	-5%	-$54.6K	0.59%	37
2025 Q3	$1.03M	Buy	4,763 +175	+4%	+$36.7K	0.62%	34
2025 Q2	$939K	Sell	4,588 -315	-6%	-$61.1K	0.63%	40
2025 Q1	$951K	Sell	4,903 -1,000	-17%	-$199K	0.7%	35
2024 Q4	$1.16M	Sell	5,903 -127	-2%	-$25.4K	0.79%	31
2024 Q3	$1.19M	Hold	6,030	–	–	0.78%	31
2024 Q2	$1.1M	Hold	6,030	–	–	0.73%	35
2024 Q1	$1.1M	Buy	6,030 +50	+0.8%	+$8.78K	0.78%	36
2023 Q4	$1.02M	Sell	5,980 -450	-7%	-$72.4K	0.78%	35
2023 Q3	$999K	Buy	6,430 +77	+1%	+$12.5K	0.85%	34
2023 Q2	$1.03M	Sell	6,353 -50	-0.8%	-$7.83K	0.85%	31
2023 Q1	$986K	Sell	6,403 -50	-0.8%	-$7.66K	0.88%	31
2022 Q4	$980K	Hold	6,453	–	–	0.99%	28
2022 Q3	$872K	Sell	6,453 -200	-3%	-$29.8K	0.92%	30
2022 Q2	$955K	Sell	6,653 -622	-9%	-$94.7K	0.93%	28
2022 Q1	$1.18M	Buy	7,275 +2	+0%	+$323	0.95%	27
2021 Q4	$1.25M	Buy	+7,273	New	+$1.2M	0.97%	25

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

Millennium Capital Advisors's VIG Position: Q2 2026 in Review

Millennium Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.9% in Q2 2026, selling an estimated $40.2K and leaving 4,338 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #41.

Millennium Capital Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Millennium Capital Advisors held 4,338 shares of Vanguard Dividend Appreciation ETF worth $1.03M as of Q2 2026.
Millennium Capital Advisors sold 175 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40.2K.
Vanguard Dividend Appreciation ETF made up 0.56% of Millennium Capital Advisors's portfolio in Q2 2026, its #41 holding.
Millennium Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Millennium Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.25M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.