MN Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MN Wealth 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 Q2	$530K	Buy	2,241 +72	+3%	+$16.5K	0.23%	71
2026 Q1	$466K	Sell	2,169 -54	-2%	-$12K	0.23%	78
2025 Q4	$489K	Buy	2,223 +5	+0.2%	+$1.09K	0.25%	69
2025 Q3	$479K	Sell	2,218 -11	-0.5%	-$2.31K	0.26%	71
2025 Q2	$456K	Sell	2,229 -1,057	-32%	-$205K	0.27%	70
2025 Q1	$637K	Sell	3,286 -372	-10%	-$74K	0.37%	56
2024 Q4	$716K	Buy	3,658 +163	+5%	+$32.5K	0.4%	52
2024 Q3	$692K	Sell	3,495 -9	-0.3%	-$1.71K	0.39%	51
2024 Q2	$640K	Sell	3,504 -338	-9%	-$60.8K	0.37%	52
2024 Q1	$702K	Sell	3,842 -1,158	-23%	-$203K	0.43%	51
2023 Q4	$852K	Buy	+5,000	New	+$805K	0.59%	39

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

MN Wealth Advisors's VIG Position: Q2 2026 in Review

MN Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,241 shares worth $530K. The position accounts for 0.23% of the portfolio, ranked #71.

MN Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $852K in Q4 2023. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MN Wealth Advisors held 2,241 shares of Vanguard Dividend Appreciation ETF worth $530K as of Q2 2026.
MN Wealth Advisors bought 72 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.5K.
Vanguard Dividend Appreciation ETF made up 0.23% of MN Wealth Advisors's portfolio in Q2 2026, its #71 holding.
MN Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
MN Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $852K in Q4 2023.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.