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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Montis Financial's VIG Position: Q1 2026 in Review

Montis Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q1 2026, selling an estimated $496K and leaving 31,071 shares worth $6.68M. The position accounts for 1.38% of the portfolio, ranked #17.

Montis Financial first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.53M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Montis Financial held 31,071 shares of Vanguard Dividend Appreciation ETF worth $6.68M as of Q1 2026.
Montis Financial sold 2,225 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $496K.
Vanguard Dividend Appreciation ETF made up 1.38% of Montis Financial's portfolio in Q1 2026, its #17 holding.
Montis Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Montis Financial's Vanguard Dividend Appreciation ETF position peaked at $7.53M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.