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

Modern 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	$11.6M	Buy	48,820 +2,791	+6%	+$641K	0.14%	164
2026 Q1	$9.93M	Sell	46,029 -3,448	-7%	-$769K	0.17%	136
2025 Q4	$10.9M	Sell	49,477 -131	-0.3%	-$28.6K	0.2%	124
2025 Q3	$10.7M	Sell	49,608 -676	-1%	-$142K	0.21%	121
2025 Q2	$10.3M	Buy	50,284 +2,108	+4%	+$409K	0.25%	94
2025 Q1	$9.35M	Buy	48,176 +20,997	+77%	+$4.18M	0.3%	78
2024 Q4	$5.32M	Buy	27,179 +25,055	+1,180%	+$5M	0.2%	101
2024 Q3	$421K	Buy	+2,124	New	+$404K	0.03%	278

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Modern Wealth Management's VIG Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.1% in Q2 2026, buying an estimated $641K and bringing the position to 48,820 shares worth $11.6M. The position accounts for 0.14% of the portfolio, ranked #164.

Modern Wealth Management first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Modern Wealth Management held 48,820 shares of Vanguard Dividend Appreciation ETF worth $11.6M as of Q2 2026.
Modern Wealth Management bought 2,791 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $641K.
Vanguard Dividend Appreciation ETF made up 0.14% of Modern Wealth Management's portfolio in Q2 2026, its #164 holding.
Modern Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.