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

Mittelman 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 Q1	$21.6M	Buy	100,578 +2,621	+3%	+$584K	13.49%	1
2025 Q4	$21.5M	Sell	97,957 -5,900	-6%	-$1.29M	13.99%	1
2025 Q3	$22.4M	Buy	103,857 +11,155	+12%	+$2.34M	14.67%	1
2025 Q2	$19M	Sell	92,702 -1,232	-1%	-$239K	16.02%	1
2025 Q1	$18.2M	Buy	93,934 +4,818	+5%	+$958K	16.44%	2
2024 Q4	$17.5M	Sell	89,116 -75,546	-46%	-$15.1M	16.24%	2
2024 Q3	$32.6M	Buy	164,662 +53,041	+48%	+$10.1M	18.53%	1
2024 Q2	$20.4M	Buy	111,621 +6,749	+6%	+$1.21M	13.21%	1
2024 Q1	$19.2M	Buy	+104,872	New	+$18.4M	12.97%	1

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mittelman Wealth Management's VIG Position: Q1 2026 in Review

Mittelman Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q1 2026, buying an estimated $584K and bringing the position to 100,578 shares worth $21.6M. The position accounts for 13.49% of the portfolio, ranked #1.

Mittelman Wealth Management first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.6M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Mittelman Wealth Management held 100,578 shares of Vanguard Dividend Appreciation ETF worth $21.6M as of Q1 2026.
Mittelman Wealth Management bought 2,621 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $584K.
Vanguard Dividend Appreciation ETF made up 13.49% of Mittelman Wealth Management's portfolio in Q1 2026, its #1 holding.
Mittelman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $32.6M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.