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 Q3	$492K	Sell	2,109 -132	-6%	-$31.7K	0.2%	77
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

MN Wealth Advisors's VIG Position: Q3 2026 in Review

MN Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.9% in Q3 2026, selling an estimated $31.7K and leaving 2,109 shares worth $492K. The position accounts for 0.2% of the portfolio, ranked #77.

MN Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $852K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

MN Wealth Advisors held 2,109 shares of Vanguard Dividend Appreciation ETF worth $492K as of Q3 2026.
MN Wealth Advisors sold 132 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $31.7K.
Vanguard Dividend Appreciation ETF made up 0.2% of MN Wealth Advisors's portfolio in Q3 2026, its #77 holding.
MN Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
MN Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $852K in Q4 2023.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.