Mission Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.4M | Buy |
145,305
+77,415
| +114% | +$17.8M | 0.42% | 39 |
|
|
2026
Q1 | $14.6M | Buy |
67,890
+3,690
| +6% | +$823K | 0.3% | 55 |
|
|
2025
Q4 | $14.1M | Sell |
64,200
-3,800
| -6% | -$830K | 0.28% | 53 |
|
|
2025
Q3 | $14.7M | Sell |
68,000
-11,512
| -14% | -$2.42M | 0.29% | 54 |
|
|
2025
Q2 | $16.3M | Buy |
79,512
+21,470
| +37% | +$4.16M | 0.35% | 49 |
|
|
2025
Q1 | $11.3M | Sell |
58,042
-1,194
| -2% | -$237K | 0.28% | 59 |
|
|
2024
Q4 | $11.6M | Sell |
59,236
-1,831
| -3% | -$366K | 0.27% | 52 |
|
|
2024
Q3 | $12.1M | Sell |
61,067
-256
| -0.4% | -$48.7K | 0.29% | 50 |
|
|
2024
Q2 | $11.2M | Sell |
61,323
-10,694
| -15% | -$1.92M | 0.3% | 49 |
|
|
2024
Q1 | $13.2M | Buy |
72,017
+14,372
| +25% | +$2.52M | 0.35% | 40 |
|
|
2023
Q4 | $9.82M | Buy |
57,645
+37
| +0.1% | +$5.95K | 0.32% | 44 |
|
|
2023
Q3 | $8.95M | Sell |
57,608
-1,862
| -3% | -$302K | 0.33% | 45 |
|
|
2023
Q2 | $9.66M | Buy |
59,470
+4,094
| +7% | +$641K | 0.36% | 43 |
|
|
2023
Q1 | $8.53M | Buy |
55,376
+46,607
| +531% | +$7.14M | 0.36% | 41 |
|
|
2022
Q4 | $1.33M | Sell |
8,769
-359
| -4% | -$53.5K | 0.06% | 162 |
|
|
2022
Q3 | $1.23M | Sell |
9,128
-446
| -5% | -$66.4K | 0.07% | 160 |
|
|
2022
Q2 | $1.37M | Buy |
9,574
+813
| +9% | +$124K | 0.07% | 149 |
|
|
2022
Q1 | $1.42M | Sell |
8,761
-788
| -8% | -$127K | 0.07% | 146 |
|
|
2021
Q4 | $1.64M | Buy |
9,549
+920
| +11% | +$152K | 0.07% | 135 |
|
|
2021
Q3 | $1.32M | Buy |
8,629
+324
| +4% | +$51.6K | 0.07% | 146 |
|
|
2021
Q2 | $1.29M | Buy |
8,305
+75
| +0.9% | +$11.5K | 0.07% | 142 |
|
|
2021
Q1 | $1.21M | Sell |
8,230
-386
| -4% | -$54.9K | 0.07% | 133 |
|
|
2020
Q4 | $1.22M | Buy |
8,616
+121
| +1% | +$16.4K | 0.08% | 120 |
|
|
2020
Q3 | $1.09M | Buy |
8,495
+774
| +10% | +$97.4K | 0.08% | 114 |
|
|
2020
Q2 | $905K | Buy |
7,721
+509
| +7% | +$57.9K | 0.08% | 120 |
|
|
2020
Q1 | $746K | Buy |
7,212
+2,300
| +47% | +$274K | 0.08% | 114 |
|
|
2019
Q4 | $612K | Sell |
4,912
-124
| -2% | -$15K | 0.06% | 164 |
|
|
2019
Q3 | $602K | Buy |
5,036
+198
| +4% | +$23.4K | 0.06% | 151 |
|
|
2019
Q2 | $557K | Buy |
4,838
+2,270
| +88% | +$255K | 0.06% | 158 |
|
|
2019
Q1 | $282K | Buy |
2,568
+368
| +17% | +$38.8K | 0.03% | 235 |
|
|
2018
Q4 | $215K | Hold |
2,200
| – | – | 0.03% | 248 |
|
|
2018
Q3 | $244K | Hold |
2,200
| – | – | 0.03% | 239 |
|
|
2018
Q2 | $224K | Buy |
+2,200
| New | +$224K | 0.03% | 236 |
|
Other funds holding VIG
HWM
Mission Wealth Management's VIG Position: Q2 2026 in Review
Mission Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 114% in Q2 2026, buying an estimated $17.8M and bringing the position to 145,305 shares worth $34.4M. The position accounts for 0.42% of the portfolio, ranked #39.
Mission Wealth Management first reported a position in VIG in Q2 2018 and has held it in 33 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Mission Wealth Management held 145,305 shares of Vanguard Dividend Appreciation ETF worth $34.4M as of Q2 2026.
- Mission Wealth Management bought 77,415 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.8M.
- Vanguard Dividend Appreciation ETF made up 0.42% of Mission Wealth Management's portfolio in Q2 2026, its #39 holding.
- Mission Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 33 quarters since.
- 2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.