MPWM Advisory Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MPWM Advisory Solutions’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	$82.5K	Buy	349 +2	+0.6%	+$459	0.04%	168
2026 Q1	$74.7K	Buy	+347	New	+$77.4K	0.04%	161

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MPWM Advisory Solutions's VIG Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.58% in Q2 2026, buying an estimated $459 and bringing the position to 349 shares worth $82.5K. The position accounts for 0.04% of the portfolio, ranked #168.

MPWM Advisory Solutions first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MPWM Advisory Solutions held 349 shares of Vanguard Dividend Appreciation ETF worth $82.5K as of Q2 2026.
MPWM Advisory Solutions bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #168 holding.
MPWM Advisory Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.