Mraz Amerine & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mraz Amerine & Associates’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	$259K	Sell	1,096 -35	-3%	-$8.04K	0.04%	154
2026 Q1	$243K	Sell	1,131 -15	-1%	-$3.34K	0.04%	157
2025 Q4	$252K	Hold	1,146	–	–	0.04%	153
2025 Q3	$247K	Sell	1,146 -581	-34%	-$122K	0.04%	155
2025 Q2	$353K	Sell	1,727 -5	-0.3%	-$969	0.06%	133
2025 Q1	$332K	Buy	1,732 +60	+4%	+$11.9K	0.06%	126
2024 Q4	$327K	Hold	1,672	–	–	0.06%	123
2024 Q3	$331K	Sell	1,672 -151	-8%	-$28.8K	0.06%	126
2024 Q2	$333K	Sell	1,823 -337	-16%	-$60.7K	0.07%	128
2024 Q1	$395K	Sell	2,160 -705	-25%	-$124K	0.07%	124
2023 Q4	$488K	Sell	2,865 -1,597	-36%	-$257K	0.1%	116
2023 Q3	$693K	Sell	4,462 -1,148	-20%	-$186K	0.16%	91
2023 Q2	$911K	Sell	5,610 -284	-5%	-$44.5K	0.21%	77
2023 Q1	$908K	Sell	5,894 -2,493	-30%	-$382K	0.22%	77
2022 Q4	$1.27M	Sell	8,387 -1,470	-15%	-$219K	0.3%	59
2022 Q3	$1.33M	Sell	9,857 -28	-0.3%	-$4.17K	0.36%	52
2022 Q2	$1.42M	Sell	9,885 -2,359	-19%	-$359K	0.36%	49
2022 Q1	$1.99M	Sell	12,244 -802	-6%	-$129K	0.47%	34
2021 Q4	$2.24M	Buy	13,046 +756	+6%	+$125K	0.58%	27
2021 Q3	$1.89M	Buy	12,290 +1,083	+10%	+$173K	0.52%	32
2021 Q2	$1.74M	Buy	11,207 +1,735	+18%	+$266K	0.47%	31
2021 Q1	$1.39M	Sell	9,472 -6,166	-39%	-$877K	0.41%	41
2020 Q4	$2.21M	Hold	15,638	–	–	0.73%	18
2020 Q3	$2.01M	Hold	15,638	–	–	0.75%	18
2020 Q2	$1.83M	Sell	15,638 -130	-0.8%	-$14.8K	0.68%	20
2020 Q1	$1.63M	Sell	15,768 -333	-2%	-$39.7K	0.64%	20
2019 Q4	$2.01M	Sell	16,101 -200	-1%	-$24.2K	0.57%	23
2019 Q3	$1.95M	Sell	16,301 -878	-5%	-$104K	0.58%	24
2019 Q2	$1.98M	Sell	17,179 -70	-0.4%	-$7.85K	0.59%	23
2019 Q1	$1.89M	Sell	17,249 -40	-0.2%	-$4.22K	0.59%	28
2018 Q4	$1.69M	Sell	17,289 -315	-2%	-$32.9K	0.56%	27
2018 Q3	$1.95M	Sell	17,604 -639	-4%	-$68.7K	0.58%	29
2018 Q2	$1.85M	Sell	18,243 -100	-0.5%	-$10.2K	0.56%	31
2018 Q1	$1.85M	Hold	18,343	–	–	0.59%	28
2017 Q4	$1.87M	Sell	18,343 -1,530	-8%	-$151K	0.57%	29
2017 Q3	$1.88M	Sell	19,873 -1,650	-8%	-$154K	0.6%	30
2017 Q2	$2M	Sell	21,523 -44	-0.2%	-$4.04K	0.62%	30
2017 Q1	$1.97M	Sell	21,567 -716	-3%	-$63.4K	0.62%	31
2016 Q4	$1.9M	Buy	22,283 +412	+2%	+$34.6K	0.6%	32
2016 Q3	$1.84M	Sell	21,871 -500	-2%	-$42.4K	0.63%	27
2016 Q2	$1.86M	Buy	22,371 +4,300	+24%	+$351K	0.65%	25
2016 Q1	$1.47M	Hold	18,071	–	–	0.54%	31
2015 Q4	$1.41M	Hold	18,071	–	–	0.54%	33
2015 Q3	$1.33M	Buy	18,071 +616	+4%	+$47.7K	0.53%	32
2015 Q2	$1.37M	Buy	17,455 +3,405	+24%	+$276K	0.51%	36
2015 Q1	$1.13M	Sell	14,050 -100	-0.7%	-$8.11K	0.42%	40
2014 Q4	$1.15M	Buy	14,150 +5,000	+55%	+$395K	0.43%	39
2014 Q3	$704K	Hold	9,150	–	–	0.27%	64
2014 Q2	$713K	Hold	9,150	–	–	0.28%	62
2014 Q1	$688K	Buy	9,150 +3,700	+68%	+$273K	0.29%	56
2013 Q4	$410K	Hold	5,450	–	–	0.18%	78
2013 Q3	$379K	Hold	5,450	–	–	0.18%	77
2013 Q2	$361K	Buy	+5,450	New	+$366K	0.18%	82

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

Mraz Amerine & Associates's VIG Position: Q2 2026 in Review

Mraz Amerine & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q2 2026, selling an estimated $8.04K and leaving 1,096 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #154.

Mraz Amerine & Associates first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.24M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Mraz Amerine & Associates held 1,096 shares of Vanguard Dividend Appreciation ETF worth $259K as of Q2 2026.
Mraz Amerine & Associates sold 35 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.04K.
Vanguard Dividend Appreciation ETF made up 0.04% of Mraz Amerine & Associates's portfolio in Q2 2026, its #154 holding.
Mraz Amerine & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
Mraz Amerine & Associates's Vanguard Dividend Appreciation ETF position peaked at $2.24M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.