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MONECO Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MONECO 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
Q1 		$1.56M Buy
7,274
+49
+0.7% +$10.9K 0.12% 163
2025
Q4 		$1.59M Buy
7,225
+33
+0.5% +$7.21K 0.13% 158
2025
Q3 		$1.55M Sell
7,192
-907
-11% -$190K 0.13% 155
2025
Q2 		$1.66M Sell
8,099
-584
-7% -$113K 0.15% 142
2025
Q1 		$1.68M Buy
8,683
+54
+0.6% +$10.7K 0.17% 127
2024
Q4 		$1.69M Buy
8,629
+23
+0.3% +$4.59K 0.18% 122
2024
Q3 		$1.7M Sell
8,606
-344
-4% -$65.5K 0.21% 117
2024
Q2 		$1.63M Buy
8,950
+225
+3% +$40.5K 0.24% 106
2024
Q1 		$1.59M Sell
8,725
-1,780
-17% -$313K 0.25% 107
2023
Q4 		$1.79M Buy
10,505
+410
+4% +$66K 0.34% 77
2023
Q3 		$1.57M Buy
10,095
+108
+1% +$17.5K 0.43% 56
2023
Q2 		$1.62M Buy
9,987
+34
+0.3% +$5.32K 0.44% 51
2023
Q1 		$1.53M Buy
9,953
+641
+7% +$98.2K 0.45% 53
2022
Q4 		$1.41M Sell
9,312
-87
-0.9% -$13K 0.51% 44
2022
Q3 		$1.27M Sell
9,399
-303
-3% -$45.1K 0.51% 46
2022
Q2 		$1.39M Buy
9,702
+611
+7% +$93K 0.54% 45
2022
Q1 		$1.47M Sell
9,091
-582
-6% -$93.9K 0.54% 41
2021
Q4 		$1.58M Sell
9,673
-1,374
-12% -$226K 0.59% 36
2021
Q3 		$1.7M Sell
11,047
-194
-2% -$30.9K 0.67% 32
2021
Q2 		$1.74M Sell
11,241
-4,302
-28% -$660K 0.8% 30
2021
Q1 		$2.29M Buy
15,543
+6,868
+79% +$977K 1.11% 23
2020
Q4 		$1.23M Sell
8,675
-369
-4% -$50K 0.68% 34
2020
Q3 		$1.16M Buy
9,044
+26
+0.3% +$3.27K 0.74% 32
2020
Q2 		$1.06M Buy
9,018
+7
+0.1% +$797 0.83% 27
2020
Q1 		$932K Buy
9,011
+1,520
+20% +$181K 0.95% 24
2019
Q4 		$963K Buy
7,491
+3,358
+81% +$406K 0.69% 36
2019
Q3 		$494K Buy
4,133
+33
+0.8% +$3.89K 0.38% 59
2019
Q2 		$472K Buy
4,100
+113
+3% +$12.7K 0.38% 61
2019
Q1 		$437K Buy
3,987
+305
+8% +$32.1K 0.35% 68
2018
Q4 		$361K Buy
+3,682
New +$384K 0.42% 52

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors's VIG Position: Q1 2026 in Review

MONECO Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.68% in Q1 2026, buying an estimated $10.9K and bringing the position to 7,274 shares worth $1.56M. The position accounts for 0.12% of the portfolio, ranked #163.

MONECO Advisors first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.29M in Q1 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • MONECO Advisors held 7,274 shares of Vanguard Dividend Appreciation ETF worth $1.56M as of Q1 2026.
  • MONECO Advisors bought 49 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $10.9K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of MONECO Advisors's portfolio in Q1 2026, its #163 holding.
  • MONECO Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.29M in Q1 2021.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.