MSWM
VIG icon

Mowery & Schoenfeld Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mowery & Schoenfeld 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 		$284K Buy
+1,200
New +$276K 0.39% 43
2024
Q4 		– Sell
-36
Closed -$7.13K – 517
2024
Q3 		$7.13K Buy
+36
New +$6.86K 0.01% 189

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

Mowery & Schoenfeld Wealth Management's VIG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,200 shares worth $284K. The stake represents 0.39% of the portfolio and ranks #43 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in VIG as recently as Q3 2024.

Mowery & Schoenfeld Wealth Management first reported a position in VIG in Q3 2024 and has held it in 2 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,200 shares of Vanguard Dividend Appreciation ETF worth $284K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.39% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.