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Moneta Group Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Moneta Group Investment 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 		$15.2M Buy
70,824
+3,824
+6% +$852K 0.11% 91
2025
Q4 		$14.7M Buy
67,000
+6,276
+10% +$1.37M 0.11% 88
2025
Q3 		$13.1M Sell
60,724
-1,819
-3% -$382K 0.1% 90
2025
Q2 		$12.8M Buy
62,543
+175
+0.3% +$33.9K 0.15% 82
2025
Q1 		$12.1M Buy
62,368
+5,374
+9% +$1.07M 0.17% 79
2024
Q4 		$11.2M Buy
56,994
+9,281
+19% +$1.85M 0.16% 83
2024
Q3 		$9.45M Sell
47,713
-539
-1% -$103K 0.14% 94
2024
Q2 		$8.81M Buy
48,252
+8,500
+21% +$1.53M 0.14% 91
2024
Q1 		$7.26M Buy
39,752
+11,625
+41% +$2.04M 0.12% 98
2023
Q4 		$4.79M Sell
28,127
-3,810
-12% -$613K 0.09% 111
2023
Q3 		$4.96M Sell
31,937
-1,717
-5% -$278K 0.11% 102
2023
Q2 		$5.47M Sell
33,654
-2,736
-8% -$428K 0.12% 97
2023
Q1 		$5.6M Buy
36,390
+25,774
+243% +$3.95M 0.13% 94
2022
Q4 		$1.66M Buy
10,616
+2,196
+26% +$327K 0.05% 166
2022
Q3 		$1.14M Sell
8,420
-544
-6% -$81K 0.04% 180
2022
Q2 		$1.29M Buy
8,964
+602
+7% +$91.6K 0.04% 180
2022
Q1 		$1.36M Buy
8,362
+7
+0.1% +$1.13K 0.05% 165
2021
Q4 		$1.44M Buy
8,355
+751
+10% +$124K 0.06% 165
2021
Q3 		$1.17M Buy
7,604
+71
+0.9% +$11.3K 0.05% 176
2021
Q2 		$1.17M Buy
7,533
+231
+3% +$35.5K 0.05% 181
2021
Q1 		$1.07M Buy
7,302
+1,373
+23% +$195K 0.06% 171
2020
Q4 		$837K Buy
5,929
+170
+3% +$23K 0.06% 156
2020
Q3 		$741K Buy
5,759
+16
+0.3% +$2.01K 0.06% 141
2020
Q2 		$673K Buy
5,743
+7
+0.1% +$797 0.06% 132
2020
Q1 		$593K Buy
5,736
+915
+19% +$109K 0.06% 138
2019
Q4 		$601K Buy
4,821
+238
+5% +$28.8K 0.05% 155
2019
Q3 		$548K Buy
4,583
+1,344
+41% +$159K 0.05% 158
2019
Q2 		$373K Buy
3,239
+904
+39% +$101K 0.04% 174
2019
Q1 		$256K Sell
2,335
-1,300
-36% -$137K 0.03% 187
2018
Q4 		$356K Sell
3,635
-2,233
-38% -$233K 0.04% 159
2018
Q3 		$650K Buy
5,868
+3,447
+142% +$371K 0.07% 131
2018
Q2 		$246K Hold
2,421
– – 0.03% 229
2018
Q1 		$245K Hold
2,421
– – 0.03% 181
2017
Q4 		$247K Hold
2,421
– – 0.04% 173
2017
Q3 		$229K Hold
2,421
– – 0.04% 180
2017
Q2 		$224K Hold
2,421
– – 0.04% 172
2017
Q1 		$218K Sell
2,421
-450
-16% -$39.9K 0.04% 148
2016
Q4 		$245K Sell
2,871
-550
-16% -$46.2K 0.05% 143
2016
Q3 		$287K Hold
3,421
– – 0.07% 107
2016
Q2 		$285K Sell
3,421
-560
-14% -$45.7K 0.06% 132
2016
Q1 		$323K Hold
3,981
– – 0.07% 128
2015
Q4 		$310K Buy
3,981
+2,075
+109% +$162K 0.08% 107
2015
Q3 		$141K Buy
+1,906
New +$148K 0.04% 151

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

Moneta Group Investment Advisors's VIG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.7% in Q1 2026, buying an estimated $852K and bringing the position to 70,824 shares worth $15.2M. The position accounts for 0.11% of the portfolio, ranked #91.

Moneta Group Investment Advisors first reported a position in VIG in Q3 2015 and has held it in 43 quarters since. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Moneta Group Investment Advisors held 70,824 shares of Vanguard Dividend Appreciation ETF worth $15.2M as of Q1 2026.
  • Moneta Group Investment Advisors bought 3,824 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $852K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #91 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and has held it in 43 quarters since.
  • 2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.