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Millstone Evans Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Millstone Evans Group’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 		$446K Hold
1,883
– – 0.24% 71
2026
Q1 		$405K Hold
1,883
– – 0.24% 83
2025
Q4 		$414K Buy
1,883
+1,085
+136% +$237K 0.24% 76
2025
Q3 		$172K Hold
798
– – 0.11% 146
2025
Q2 		$163K Hold
798
– – 0.11% 144
2025
Q1 		$155K Hold
798
– – 0.11% 146
2024
Q4 		$156K Buy
+798
New +$159K 0.11% 142

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Millstone Evans Group's VIG Position: Q2 2026 in Review

Millstone Evans Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,883 shares worth $446K. The position accounts for 0.24% of the portfolio, ranked #71.

Millstone Evans Group first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,337 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Millstone Evans Group held 1,883 shares of Vanguard Dividend Appreciation ETF worth $446K as of Q2 2026.
  • Millstone Evans Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Millstone Evans Group's portfolio in Q2 2026, its #71 holding.
  • Millstone Evans Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,337 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.