Mission Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mission Wealth Management’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	$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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

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. 603 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.
603 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.