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MilWealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MilWealth 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
Q1 		$4.97M Sell
23,102
-486
-2% -$108K 1.18% 12
2025
Q4 		$5.18M Sell
23,588
-177
-0.7% -$38.7K 1.23% 12
2025
Q3 		$5.13M Sell
23,765
-120
-0.5% -$25.2K 1.25% 12
2025
Q2 		$4.89M Sell
23,885
-60
-0.3% -$11.6K 1.26% 12
2025
Q1 		$4.65M Sell
23,945
-394
-2% -$78.3K 1.28% 12
2024
Q4 		$4.77M Sell
24,339
-244
-1% -$48.7K 1.3% 12
2024
Q3 		$4.87M Sell
24,583
-46
-0.2% -$8.76K 1.43% 12
2024
Q2 		$4.5M Sell
24,629
-333
-1% -$59.9K 1.42% 12
2024
Q1 		$4.56M Sell
24,962
-1,559
-6% -$274K 1.45% 12
2023
Q4 		$4.52M Sell
26,521
-444
-2% -$71.4K 1.5% 12
2023
Q3 		$4.19M Sell
26,965
-583
-2% -$94.5K 1.65% 11
2023
Q2 		$4.48M Sell
27,548
-436
-2% -$68.3K 1.73% 11
2023
Q1 		$4.31M Sell
27,984
-322
-1% -$49.3K 1.71% 11
2022
Q4 		$4.3M Sell
28,306
-1,796
-6% -$268K 1.76% 11
2022
Q3 		$4.07M Sell
30,102
-2,746
-8% -$409K 1.77% 10
2022
Q2 		$4.71M Sell
32,848
-384
-1% -$58.4K 2.03% 10
2022
Q1 		$5.39M Sell
33,232
-719
-2% -$116K 2.06% 10
2021
Q4 		$5.83M Sell
33,951
-206
-0.6% -$34K 2.16% 10
2021
Q3 		$5.25M Buy
34,157
+3,206
+10% +$511K 2.02% 10
2021
Q2 		$4.79M Sell
30,951
-674
-2% -$103K 2.08% 10
2021
Q1 		$4.65M Sell
31,625
-454
-1% -$64.6K 2.24% 9
2020
Q4 		$4.53M Sell
32,079
-1,268
-4% -$172K 2.24% 9
2020
Q3 		$4.29M Sell
33,347
-1,577
-5% -$198K 2.37% 9
2020
Q2 		$4.09M Sell
34,924
-415
-1% -$47.2K 2.43% 9
2020
Q1 		$3.65M Sell
35,339
-70
-0.2% -$8.35K 2.83% 8
2019
Q4 		$4.41M Sell
35,409
-282
-0.8% -$34.1K 3.44% 6
2019
Q3 		$4.27M Sell
35,691
-86
-0.2% -$10.1K 3.58% 6
2019
Q2 		$4.12M Sell
35,777
-83
-0.2% -$9.31K 3.5% 6
2019
Q1 		$3.93M Sell
35,860
-55
-0.2% -$5.8K 3.53% 6
2018
Q4 		$3.52M Buy
+35,915
New +$3.75M 3.41% 6

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MilWealth Group's VIG Position: Q1 2026 in Review

MilWealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, selling an estimated $108K and leaving 23,102 shares worth $4.97M. The position accounts for 1.18% of the portfolio, ranked #12.

MilWealth Group first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.83M in Q4 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • MilWealth Group held 23,102 shares of Vanguard Dividend Appreciation ETF worth $4.97M as of Q1 2026.
  • MilWealth Group sold 486 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $108K.
  • Vanguard Dividend Appreciation ETF made up 1.18% of MilWealth Group's portfolio in Q1 2026, its #12 holding.
  • MilWealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
  • MilWealth Group's Vanguard Dividend Appreciation ETF position peaked at $5.83M in Q4 2021.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.