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Motive Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Motive Wealth 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 		$16.6M Buy
70,324
+1,153
+2% +$265K 6.84% 3
2026
Q1 		$14.9M Sell
69,171
-5,396
-7% -$1.2M 6.99% 2
2025
Q4 		$16.4M Sell
74,567
-360
-0.5% -$78.7K 6.98% 2
2025
Q3 		$16.2M Buy
74,927
+1,175
+2% +$247K 6.97% 2
2025
Q2 		$15.1M Buy
73,752
+6,085
+9% +$1.18M 6.87% 2
2025
Q1 		$13.1M Sell
67,667
-972
-1% -$193K 7.02% 3
2024
Q4 		$13.4M Buy
68,639
+1,381
+2% +$276K 7.22% 3
2024
Q3 		$12.3M Hold
67,258
– – 7.37% 3
2024
Q2 		$12.3M Sell
67,258
-419
-0.6% -$75.4K 7.37% 3
2024
Q1 		$12.4M Buy
67,677
+24,906
+58% +$4.38M 7.48% 3
2023
Q4 		$7.29M Sell
42,771
-6,970
-14% -$1.12M 8.4% 3
2023
Q3 		$7.73M Buy
49,741
+75
+0.2% +$12.2K 8.49% 4
2023
Q2 		$8.07M Sell
49,666
-469
-0.9% -$73.4K 8.35% 4
2023
Q1 		$7.72M Sell
50,135
-23,927
-32% -$3.67M 8.44% 3
2022
Q4 		$11.2M Buy
74,062
+407
+0.6% +$60.7K 8.6% 2
2022
Q3 		$9.96M Buy
73,655
+5,989
+9% +$891K 8.06% 2
2022
Q2 		$9.71M Sell
67,666
-293
-0.4% -$44.6K 7.65% 2
2022
Q1 		$11M Buy
67,959
+703
+1% +$113K 7.55% 3
2021
Q4 		$11.6M Sell
67,256
-1,952
-3% -$322K 6.95% 3
2021
Q3 		$10.6M Buy
69,208
+4,783
+7% +$762K 7.18% 3
2021
Q2 		$9.97M Buy
+64,425
New +$9.89M 7.13% 3

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Motive Wealth Advisors's VIG Position: Q2 2026 in Review

Motive Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, buying an estimated $265K and bringing the position to 70,324 shares worth $16.6M. The position accounts for 6.84% of the portfolio, ranked #3.

Motive Wealth Advisors first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Motive Wealth Advisors held 70,324 shares of Vanguard Dividend Appreciation ETF worth $16.6M as of Q2 2026.
  • Motive Wealth Advisors bought 1,153 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $265K.
  • Vanguard Dividend Appreciation ETF made up 6.84% of Motive Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Motive Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.