Mount Yale Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.2M | Buy |
47,207
+25,587
| +118% | +$5.7M | 0.24% | 93 |
|
|
2025
Q4 | $4.75M | Buy |
21,620
+7,374
| +52% | +$1.61M | 0.23% | 97 |
|
|
2025
Q3 | $3.09M | Buy |
14,246
+12,155
| +581% | +$2.55M | 0.22% | 108 |
|
|
2025
Q2 | $428K | Sell |
2,091
-52
| -2% | -$10.1K | 0.03% | 374 |
|
|
2025
Q1 | $416K | Sell |
2,143
-63
| -3% | -$12.5K | 0.04% | 365 |
|
|
2024
Q4 | $432K | Sell |
2,206
-1,915
| -46% | -$382K | 0.03% | 367 |
|
|
2024
Q3 | $816K | Sell |
4,121
-600
| -13% | -$114K | 0.08% | 235 |
|
|
2024
Q2 | $862K | Sell |
4,721
-1,088
| -19% | -$196K | 0.07% | 239 |
|
|
2024
Q1 | $1.06M | Sell |
5,809
-762
| -12% | -$134K | 0.08% | 210 |
|
|
2023
Q4 | $1.12M | Buy |
6,571
+493
| +8% | +$79.3K | 0.11% | 186 |
|
|
2023
Q3 | $944K | Hold |
6,078
| – | – | 0.1% | 195 |
|
|
2023
Q2 | $987K | Buy |
6,078
+21
| +0.3% | +$3.29K | 0.1% | 195 |
|
|
2023
Q1 | $933K | Hold |
6,057
| – | – | 0.1% | 194 |
|
|
2022
Q4 | $920K | Sell |
6,057
-36
| -0.6% | -$5.37K | 0.1% | 202 |
|
|
2022
Q3 | $824K | Sell |
6,093
-167
| -3% | -$24.9K | 0.11% | 197 |
|
|
2022
Q2 | $898K | Buy |
6,260
+32
| +0.5% | +$4.87K | 0.11% | 181 |
|
|
2022
Q1 | $1.01M | Buy |
6,228
+2
| +0% | +$323 | 0.11% | 191 |
|
|
2021
Q4 | $1.07M | Buy |
6,226
+388
| +7% | +$64K | 0.11% | 193 |
|
|
2021
Q3 | $897K | Buy |
5,838
+338
| +6% | +$53.9K | 0.1% | 210 |
|
|
2021
Q2 | $851K | Sell |
5,500
-100
| -2% | -$15.3K | 0.1% | 206 |
|
|
2021
Q1 | $824K | Buy |
+5,600
| New | +$797K | 0.11% | 201 |
|
|
2020
Q4 | – | Sell |
-2,093
| Closed | -$269K | – | 421 |
|
|
2020
Q3 | $269K | Sell |
2,093
-539
| -20% | -$67.8K | 0.04% | 289 |
|
|
2020
Q2 | $308K | Buy |
2,632
+532
| +25% | +$60.6K | 0.06% | 264 |
|
|
2020
Q1 | $217K | Buy |
2,100
+7
| +0.3% | +$835 | 0.05% | 262 |
|
|
2019
Q4 | $262K | Hold |
2,093
| – | – | 0.05% | 289 |
|
|
2019
Q3 | $252K | Hold |
2,093
| – | – | 0.05% | 280 |
|
|
2019
Q2 | $242K | Hold |
2,093
| – | – | 0.04% | 282 |
|
|
2019
Q1 | $229K | Hold |
2,093
| – | – | 0.04% | 278 |
|
|
2018
Q4 | $220K | Sell |
2,093
-196
| -9% | -$20.4K | 0.04% | 286 |
|
|
2018
Q3 | $248K | Sell |
2,289
-2,532
| -53% | -$272K | 0.04% | 282 |
|
|
2018
Q2 | $490K | Sell |
4,821
-198
| -4% | -$20.2K | 0.09% | 178 |
|
|
2018
Q1 | $507K | Buy |
+5,019
| New | +$520K | 0.11% | 170 |
|
Other funds holding VIG
VGA
HWM
Mount Yale Investment Advisors's VIG Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 118% in Q1 2026, buying an estimated $5.7M and bringing the position to 47,207 shares worth $10.2M. The position accounts for 0.24% of the portfolio, ranked #93.
Mount Yale Investment Advisors first reported a position in VIG in Q1 2018 and has held it in 32 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.
- Mount Yale Investment Advisors held 47,207 shares of Vanguard Dividend Appreciation ETF worth $10.2M as of Q1 2026.
- Mount Yale Investment Advisors bought 25,587 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.7M.
- Vanguard Dividend Appreciation ETF made up 0.24% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #93 holding.
- Mount Yale Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 32 quarters since.
- 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.