MKT Advisors
VIG icon

MKT Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MKT Advisors’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
Q3 		$2.26M Sell
9,506
-174
-2% -$41.8K 0.72% 20
2026
Q2 		$2.31M Sell
9,680
-193
-2% -$44.3K 0.72% 19
2026
Q1 		$2.14M Buy
9,873
+18
+0.2% +$4.01K 0.72% 19
2025
Q4 		$2.19M Sell
9,855
-283
-3% -$61.8K 0.75% 18
2025
Q3 		$2.2M Sell
10,138
-708
-7% -$149K 0.82% 16
2025
Q2 		$2.24M Sell
10,846
-328
-3% -$63.6K 0.89% 16
2025
Q1 		$1.96M Sell
11,174
-393
-3% -$78.1K 0.92% 15
2024
Q4 		$2.3M Sell
11,567
-596
-5% -$119K 1% 14
2024
Q3 		$2.4M Sell
12,163
-189
-2% -$36K 1.12% 14
2024
Q2 		$2.27M Buy
12,352
+39
+0.3% +$7.02K 1.13% 14
2024
Q1 		$2.19M Sell
12,313
-527
-4% -$92.6K 1.2% 13
2023
Q4 		$2.16M Sell
12,840
-50
-0.4% -$8.04K 1.43% 7
2023
Q3 		$2M Sell
12,890
-156
-1% -$25.3K 1.51% 8
2023
Q2 		$2.17M Sell
13,046
-158
-1% -$24.7K 1.53% 8
2023
Q1 		$2.04M Buy
13,204
+38
+0.3% +$5.82K 1.52% 7
2022
Q4 		$2.06M Sell
13,166
-253
-2% -$37.7K 1.55% 5
2022
Q3 		$1.81M Buy
13,419
+88
+0.7% +$13.1K 1.58% 5
2022
Q2 		$1.93M Buy
13,331
+40
+0.3% +$6.09K 1.51% 5
2022
Q1 		$2M Buy
+13,291
New +$2.14M 1.51% 6

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MKT Advisors's VIG Position: Q3 2026 in Review

MKT Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q3 2026, selling an estimated $41.8K and leaving 9,506 shares worth $2.26M. The position accounts for 0.72% of the portfolio, ranked #20.

MKT Advisors first reported a position in VIG in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.4M in Q3 2024. 878 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • MKT Advisors held 9,506 shares of Vanguard Dividend Appreciation ETF worth $2.26M as of Q3 2026.
  • MKT Advisors sold 174 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $41.8K.
  • Vanguard Dividend Appreciation ETF made up 0.72% of MKT Advisors's portfolio in Q3 2026, its #20 holding.
  • MKT Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 19 quarters since.
  • MKT Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.4M in Q3 2024.
  • 878 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.