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Morton Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Morton Capital Management’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 		$5.52M Buy
23,346
+290
+1% +$66.6K 0.76% 15
2026
Q1 		$4.96M Sell
23,056
-146
-0.6% -$32.5K 0.74% 16
2025
Q4 		$5.1M Sell
23,202
-373
-2% -$81.5K 0.78% 16
2025
Q3 		$5.09M Buy
23,575
+1
+0% +$210 0.83% 16
2025
Q2 		$4.82M Sell
23,574
-747
-3% -$145K 0.86% 14
2025
Q1 		$4.72M Sell
24,321
-1,030
-4% -$205K 0.91% 13
2024
Q4 		$4.96M Buy
25,351
+1
+0% +$200 0.94% 13
2024
Q3 		$5.02M Sell
25,350
-36
-0.1% -$6.86K 0.99% 13
2024
Q2 		$4.63M Hold
25,386
– – 1.1% 13
2024
Q1 		$4.64M Sell
25,386
-102
-0.4% -$17.9K 1.25% 13
2023
Q4 		$4.34M Sell
25,488
-170
-0.7% -$27.4K 1.29% 13
2023
Q3 		$3.99M Sell
25,658
-178
-0.7% -$28.9K 1.41% 10
2023
Q2 		$4.2M Sell
25,836
-554
-2% -$86.8K 1.43% 12
2023
Q1 		$4.06M Sell
26,390
-73
-0.3% -$11.2K 1.44% 12
2022
Q4 		$4.02M Sell
26,463
-13
-0% -$1.94K 1.57% 10
2022
Q3 		$3.58M Buy
26,476
+72
+0.3% +$10.7K 1.63% 9
2022
Q2 		$3.79M Buy
26,404
+499
+2% +$75.9K 1.65% 8
2022
Q1 		$4.2M Buy
25,905
+108
+0.4% +$17.4K 1.72% 7
2021
Q4 		$4.43M Buy
+25,797
New +$4.25M 1.79% 8

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Morton Capital Management's VIG Position: Q2 2026 in Review

Morton Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, buying an estimated $66.6K and bringing the position to 23,346 shares worth $5.52M. The position accounts for 0.76% of the portfolio, ranked #15.

Morton Capital Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Morton Capital Management held 23,346 shares of Vanguard Dividend Appreciation ETF worth $5.52M as of Q2 2026.
  • Morton Capital Management bought 290 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $66.6K.
  • Vanguard Dividend Appreciation ETF made up 0.76% of Morton Capital Management's portfolio in Q2 2026, its #15 holding.
  • Morton Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.