MSH Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MSH Capital 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	$4.06M	Buy	17,147 +3,440	+25%	+$790K	0.71%	36
2026 Q1	$2.95M	Buy	13,707 +373	+3%	+$83.2K	0.62%	41
2025 Q4	$2.93M	Buy	13,334 +734	+6%	+$160K	0.63%	40
2025 Q3	$2.72M	Buy	12,600 +685	+6%	+$144K	0.73%	34
2025 Q2	$2.44M	Buy	11,915 +2,363	+25%	+$458K	0.7%	42
2025 Q1	$1.85M	Buy	9,552 +737	+8%	+$147K	0.57%	51
2024 Q4	$1.73M	Buy	8,815 +478	+6%	+$95.4K	0.54%	53
2024 Q3	$1.65M	Buy	8,337 +417	+5%	+$79.4K	0.5%	64
2024 Q2	$1.45M	Buy	7,920 +1,048	+15%	+$189K	0.48%	66
2024 Q1	$1.25M	Buy	6,872 +1,246	+22%	+$219K	0.44%	71
2023 Q4	$959K	Sell	5,626 -178	-3%	-$28.6K	0.36%	79
2023 Q3	$902K	Buy	5,804 +1,110	+24%	+$180K	0.35%	83
2023 Q2	$762K	Sell	4,694 -17	-0.4%	-$2.66K	0.28%	99
2023 Q1	$726K	Buy	4,711 +1,665	+55%	+$255K	0.31%	94
2022 Q4	$463K	Buy	3,046 +527	+21%	+$78.5K	0.21%	118
2022 Q3	$340K	Buy	2,519 +743	+42%	+$111K	0.17%	123
2022 Q2	$255K	Buy	+1,776	New	+$270K	0.12%	162

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

MSH Capital Advisors's VIG Position: Q2 2026 in Review

MSH Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q2 2026, buying an estimated $790K and bringing the position to 17,147 shares worth $4.06M. The position accounts for 0.71% of the portfolio, ranked #36.

MSH Capital Advisors first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MSH Capital Advisors held 17,147 shares of Vanguard Dividend Appreciation ETF worth $4.06M as of Q2 2026.
MSH Capital Advisors bought 3,440 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $790K.
Vanguard Dividend Appreciation ETF made up 0.71% of MSH Capital Advisors's portfolio in Q2 2026, its #36 holding.
MSH Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.