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 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 $1.37T 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

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

Modern Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q1 2026, selling an estimated $769K and leaving 46,029 shares worth $9.93M. The position accounts for 0.17% of the portfolio, ranked #136.

Modern Wealth Management first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Modern Wealth Management held 46,029 shares of Vanguard Dividend Appreciation ETF worth $9.93M as of Q1 2026.
Modern Wealth Management sold 3,448 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $769K.
Vanguard Dividend Appreciation ETF made up 0.17% of Modern Wealth Management's portfolio in Q1 2026, its #136 holding.
Modern Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
Modern Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $10.9M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.