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

MOKAN 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	$3.63M	Buy	15,351 +568	+4%	+$130K	1.39%	28
2026 Q1	$3.18M	Buy	14,783 +4,939	+50%	+$1.1M	1.41%	21
2025 Q4	$2.16M	Buy	9,844 +713	+8%	+$156K	0.96%	25
2025 Q3	$1.97M	Buy	9,131 +712	+8%	+$150K	0.99%	32
2025 Q2	$1.72M	Buy	8,419 +728	+9%	+$141K	0.96%	32
2025 Q1	$1.49M	Buy	7,691 +847	+12%	+$168K	0.9%	34
2024 Q4	$1.34M	Buy	+6,844	New	+$1.37M	0.85%	35

Other funds holding VIG

HWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

MOKAN Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2026, buying an estimated $130K and bringing the position to 15,351 shares worth $3.63M. The position accounts for 1.39% of the portfolio, ranked #28.

MOKAN Wealth Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,424 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MOKAN Wealth Management held 15,351 shares of Vanguard Dividend Appreciation ETF worth $3.63M as of Q2 2026.
MOKAN Wealth Management bought 568 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $130K.
Vanguard Dividend Appreciation ETF made up 1.39% of MOKAN Wealth Management's portfolio in Q2 2026, its #28 holding.
MOKAN Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
1,424 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.