Morling Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Morling Financial 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 Q2	$1.05M	Sell	4,435 -103	-2%	-$23.7K	0.29%	29
2026 Q1	$976K	Hold	4,538	–	–	0.3%	28
2025 Q4	$997K	Buy	4,538 +42	+0.9%	+$9.18K	0.31%	30
2025 Q3	$970K	Sell	4,496 -76	-2%	-$16K	0.32%	31
2025 Q2	$936K	Sell	4,572 -94	-2%	-$18.2K	0.31%	30
2025 Q1	$905K	Sell	4,666 -106	-2%	-$21.1K	0.31%	31
2024 Q4	$935K	Sell	4,772 -548	-10%	-$109K	0.33%	29
2024 Q3	$1.05M	Buy	5,320 +119	+2%	+$22.7K	0.4%	26
2024 Q2	$949K	Sell	5,201 -132	-2%	-$23.8K	0.41%	26
2024 Q1	$974K	Sell	5,333 -151	-3%	-$26.5K	0.56%	25
2023 Q4	$934K	Sell	5,484 -41	-0.7%	-$6.6K	0.75%	22
2023 Q3	$858K	Sell	5,525 -174	-3%	-$28.2K	0.85%	21
2023 Q2	$926K	Sell	5,699 -288	-5%	-$45.1K	0.89%	23
2023 Q1	$922K	Sell	5,987 -628	-9%	-$96.2K	0.99%	21
2022 Q4	$1M	Sell	6,615 -31	-0.5%	-$4.62K	1.28%	18
2022 Q3	$898K	Sell	6,646 -420	-6%	-$62.5K	1.22%	18
2022 Q2	$1.01M	Sell	7,066 -337	-5%	-$51.3K	1.32%	18
2022 Q1	$1.2M	Sell	7,403 -48	-0.6%	-$7.74K	1.52%	13
2021 Q4	$1.28M	Buy	+7,451	New	+$1.23M	1.22%	12

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

Morling Financial Advisors's VIG Position: Q2 2026 in Review

Morling Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q2 2026, selling an estimated $23.7K and leaving 4,435 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #29.

Morling Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2021. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Morling Financial Advisors held 4,435 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q2 2026.
Morling Financial Advisors sold 103 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $23.7K.
Vanguard Dividend Appreciation ETF made up 0.29% of Morling Financial Advisors's portfolio in Q2 2026, its #29 holding.
Morling Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Morling Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.28M in Q4 2021.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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