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MTM Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MTM Investment 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 		$183K Buy
772
+65
+9% +$14.9K 0.05% 226
2026
Q1 		$152K Hold
707
– – 0.05% 224
2025
Q4 		$155K Hold
707
– – 0.05% 217
2025
Q3 		$153K Hold
707
– – 0.05% 220
2025
Q2 		$145K Buy
+707
New +$137K 0.05% 220

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

MTM Investment Management's VIG Position: Q2 2026 in Review

MTM Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 772 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #226.

MTM Investment Management first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • MTM Investment Management held 772 shares of Vanguard Dividend Appreciation ETF worth $183K as of Q2 2026.
  • MTM Investment Management bought 65 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of MTM Investment Management's portfolio in Q2 2026, its #226 holding.
  • MTM Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.