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Money Concepts Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Money Concepts Capital’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 		$5.57M Buy
23,555
+782
+3% +$180K 0.26% 87
2026
Q1 		$4.9M Buy
22,773
+108
+0.5% +$24.1K 0.27% 83
2025
Q4 		$4.98M Buy
22,665
+6,644
+41% +$1.45M 0.28% 76
2025
Q3 		$3.46M Sell
16,021
-390
-2% -$81.9K 0.21% 101
2025
Q2 		$3.36M Buy
16,411
+695
+4% +$135K 0.22% 95
2025
Q1 		$3.05M Sell
15,716
-524
-3% -$104K 0.23% 96
2024
Q4 		$3.18M Sell
16,240
-3,686
-18% -$736K 0.24% 93
2024
Q3 		$3.95M Sell
19,926
-851
-4% -$162K 0.3% 74
2024
Q2 		$3.79M Sell
20,777
-40,172
-66% -$7.23M 0.32% 75
2024
Q1 		$11.1M Buy
60,949
+775
+1% +$136K 1.03% 23
2023
Q4 		$10.3M Buy
60,174
+2,116
+4% +$340K 0.95% 26
2023
Q3 		$9.02M Sell
58,058
-165
-0.3% -$26.7K 0.95% 27
2023
Q2 		$9.46M Sell
58,223
-819,926
-93% -$128M 0.96% 29
2023
Q1 		$10M Buy
878,149
+807,703
+1,147% +$124M 0.56% 53
2022
Q4 		$10.7M Buy
70,446
+23,900
+51% +$3.56M 0.48% 51
2022
Q3 		$6.29M Buy
46,546
+932
+2% +$139K 0.37% 56
2022
Q2 		$6.61M Sell
45,614
-11,823
-21% -$1.8M 0.59% 37
2022
Q1 		$9.31M Buy
57,437
+39,572
+222% +$6.38M 0.53% 39
2021
Q4 		$3.07M Buy
+17,865
New +$2.94M 0.26% 97
2021
Q1 		$2.34M Sell
15,888
-643
-4% -$91.5K 0.19% 123
2020
Q4 		$2.33M Buy
+16,531
New +$2.24M 0.22% 109

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Concepts Capital's VIG Position: Q2 2026 in Review

Money Concepts Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, buying an estimated $180K and bringing the position to 23,555 shares worth $5.57M. The position accounts for 0.26% of the portfolio, ranked #87.

Money Concepts Capital first reported a position in VIG in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.1M in Q1 2024. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Money Concepts Capital held 23,555 shares of Vanguard Dividend Appreciation ETF worth $5.57M as of Q2 2026.
  • Money Concepts Capital bought 782 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $180K.
  • Vanguard Dividend Appreciation ETF made up 0.26% of Money Concepts Capital's portfolio in Q2 2026, its #87 holding.
  • Money Concepts Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Vanguard Dividend Appreciation ETF position peaked at $11.1M in Q1 2024.
  • 2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.