Montis Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Montis Financial’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	$6.84M	Sell	28,898 -2,173	-7%	-$499K	1.4%	19
2026 Q1	$6.68M	Sell	31,071 -2,225	-7%	-$496K	1.38%	17
2025 Q4	$7.32M	Sell	33,296 -1,618	-5%	-$354K	1.45%	15
2025 Q3	$7.53M	Buy	34,914 +27,435	+367%	+$5.76M	1.74%	14
2025 Q2	$1.53M	Hold	7,479	–	–	0.43%	38
2025 Q1	$1.45M	Sell	7,479 -30	-0.4%	-$5.96K	0.43%	40
2024 Q4	$1.47M	Buy	7,509 +5,561	+285%	+$1.11M	0.45%	39
2024 Q3	$386K	Buy	1,948 +516	+36%	+$98.3K	0.14%	78
2024 Q2	$261K	Sell	1,432 -1,900	-57%	-$342K	0.12%	67
2024 Q1	$608K	Hold	3,332	–	–	0.29%	38
2023 Q4	$568K	Hold	3,332	–	–	0.34%	35
2023 Q3	$518K	Buy	3,332 +635	+24%	+$103K	0.35%	32
2023 Q2	$438K	Hold	2,697	–	–	0.29%	34
2023 Q1	$415K	Hold	2,697	–	–	0.32%	33
2022 Q4	$409K	Hold	2,697	–	–	0.35%	33
2022 Q3	$364K	Hold	2,697	–	–	0.35%	37
2022 Q2	$387K	Hold	2,697	–	–	0.36%	36
2022 Q1	$437K	Hold	2,697	–	–	0.34%	35
2021 Q4	$463K	Hold	2,697	–	–	0.34%	39
2021 Q3	$415K	Hold	2,697	–	–	0.35%	33
2021 Q2	$417K	Hold	2,697	–	–	0.35%	37
2021 Q1	$399K	Hold	2,697	–	–	0.37%	36
2020 Q4	$371K	Buy	+2,697	New	+$366K	0.37%	39

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Montis Financial's VIG Position: Q2 2026 in Review

Montis Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q2 2026, selling an estimated $499K and leaving 28,898 shares worth $6.84M. The position accounts for 1.4% of the portfolio, ranked #19.

Montis Financial first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.53M in Q3 2025. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Montis Financial held 28,898 shares of Vanguard Dividend Appreciation ETF worth $6.84M as of Q2 2026.
Montis Financial sold 2,173 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $499K.
Vanguard Dividend Appreciation ETF made up 1.4% of Montis Financial's portfolio in Q2 2026, its #19 holding.
Montis Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
Montis Financial's Vanguard Dividend Appreciation ETF position peaked at $7.53M in Q3 2025.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.