MWM
VIG icon

Mosley Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mosley Wealth 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 		$5.5M Buy
23,238
+22,170
+2,076% +$5.09M 1.75% 20
2026
Q1 		$230K Sell
1,068
-195
-15% -$43.5K 0.1% 141
2025
Q4 		$275K Buy
+1,263
New +$276K 0.13% 138

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Mosley Wealth Management's VIG Position: Q2 2026 in Review

Mosley Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2,076% in Q2 2026, buying an estimated $5.09M and bringing the position to 23,238 shares worth $5.5M. The position accounts for 1.75% of the portfolio, ranked #20.

Mosley Wealth Management first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,816 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Mosley Wealth Management held 23,238 shares of Vanguard Dividend Appreciation ETF worth $5.5M as of Q2 2026.
  • Mosley Wealth Management bought 22,170 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.09M.
  • Vanguard Dividend Appreciation ETF made up 1.75% of Mosley Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Mosley Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,816 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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