MTM Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MTM Financial Group’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	$32.1M	Buy	135,491 +644	+0.5%	+$148K	13.74%	1
2026 Q1	$29M	Buy	134,847 +1,675	+1%	+$373K	13.61%	1
2025 Q4	$29.3M	Buy	133,172 +2,338	+2%	+$511K	13.97%	1
2025 Q3	$28.2M	Buy	130,834 +2,565	+2%	+$539K	13.92%	1
2025 Q2	$26.3M	Buy	128,269 +1,989	+2%	+$386K	14.26%	1
2025 Q1	$24.5M	Buy	126,280 +3,477	+3%	+$691K	14.33%	1
2024 Q4	$24M	Buy	122,803 +1,128	+0.9%	+$225K	14.38%	1
2024 Q3	$24.1M	Buy	121,675 +1,084	+0.9%	+$206K	14.72%	1
2024 Q2	$22M	Buy	120,591 +500	+0.4%	+$90K	14.06%	1
2024 Q1	$21.9M	Buy	120,091 +2,976	+3%	+$523K	14.57%	1
2023 Q4	$20M	Buy	117,115 +18,220	+18%	+$2.93M	14.57%	1
2023 Q3	$15.4M	Buy	98,895 +14,321	+17%	+$2.32M	12.8%	2
2023 Q2	$13.7M	Buy	84,574 +34	+0%	+$5.32K	11.64%	2
2023 Q1	$13M	Buy	84,540 +4,460	+6%	+$683K	11.45%	2
2022 Q4	$12.2M	Buy	80,080 +578	+0.7%	+$86.1K	10.6%	2
2022 Q3	$10.7M	Sell	79,502 -552	-0.7%	-$82.1K	9.72%	2
2022 Q2	$11.5M	Buy	80,054 +160	+0.2%	+$24.4K	10.08%	2
2022 Q1	$13M	Buy	+79,894	New	+$12.9M	13.57%	1

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

MTM Financial Group's VIG Position: Q2 2026 in Review

MTM Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q2 2026, buying an estimated $148K and bringing the position to 135,491 shares worth $32.1M. The position accounts for 13.74% of the portfolio, ranked #1.

MTM Financial Group first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MTM Financial Group held 135,491 shares of Vanguard Dividend Appreciation ETF worth $32.1M as of Q2 2026.
MTM Financial Group bought 644 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $148K.
Vanguard Dividend Appreciation ETF made up 13.74% of MTM Financial Group's portfolio in Q2 2026, its #1 holding.
MTM Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.