Morton Brown Family Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Morton Brown Family Wealth’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	$86.8K	Sell	367 -10	-3%	-$2.3K	0.02%	102
2026 Q1	$81.1K	Sell	377 -6	-2%	-$1.34K	0.02%	95
2025 Q4	$84.3K	Sell	383 -12	-3%	-$2.62K	0.02%	91
2025 Q3	$85.2K	Buy	395 +133	+51%	+$27.9K	0.02%	90
2025 Q2	$53.6K	Hold	262	–	–	0.02%	103
2025 Q1	$50.8K	Buy	262 +1	+0.4%	+$199	0.02%	103
2024 Q4	$51K	Buy	261 +2	+0.8%	+$399	0.02%	104
2024 Q3	$51.2K	Buy	259 +225	+662%	+$42.8K	0.02%	96
2024 Q2	$6.41K	Hold	34	–	–	﹤0.01%	170
2024 Q1	$6.21K	Sell	34 -51	-60%	-$8.96K	﹤0.01%	172
2023 Q4	$14.4K	Buy	85 +50	+143%	+$8.04K	0.01%	161
2023 Q3	$5.37K	Hold	35	–	–	﹤0.01%	149
2023 Q2	$5.61K	Hold	35	–	–	﹤0.01%	141
2023 Q1	$5.32K	Hold	35	–	–	﹤0.01%	156
2022 Q4	$5.25K	Hold	35	–	–	﹤0.01%	133
2022 Q3	$5K	Buy	35 +1	+3%	+$149	﹤0.01%	146
2022 Q2	$5K	Sell	34 -113	-77%	-$17.2K	﹤0.01%	153
2022 Q1	$24K	Buy	147 +1	+0.7%	+$161	0.02%	88
2021 Q4	$25K	Buy	+146	New	+$24.1K	0.02%	93

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

Morton Brown Family Wealth's VIG Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q2 2026, selling an estimated $2.3K and leaving 367 shares worth $86.8K. The position accounts for 0.02% of the portfolio, ranked #102.

Morton Brown Family Wealth first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Morton Brown Family Wealth held 367 shares of Vanguard Dividend Appreciation ETF worth $86.8K as of Q2 2026.
Morton Brown Family Wealth sold 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
Vanguard Dividend Appreciation ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #102 holding.
Morton Brown Family Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.