MV Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MV Capital 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	$335K	Hold	1,416	–	–	0.03%	157
2026 Q1	$305K	Hold	1,416	–	–	0.03%	159
2025 Q4	$311K	Hold	1,416	–	–	0.03%	153
2025 Q3	$306K	Hold	1,416	–	–	0.03%	150
2025 Q2	$290K	Hold	1,416	–	–	0.03%	152
2025 Q1	$275K	Hold	1,416	–	–	0.03%	151
2024 Q4	$277K	Hold	1,416	–	–	0.03%	149
2024 Q3	$280K	Hold	1,416	–	–	0.03%	150
2024 Q2	$258K	Hold	1,416	–	–	0.03%	149
2024 Q1	$259K	Hold	1,416	–	–	0.03%	149
2023 Q4	$241K	Hold	1,416	–	–	0.03%	152
2023 Q3	$220K	Hold	1,416	–	–	0.03%	148
2023 Q2	$230K	Hold	1,416	–	–	0.03%	146
2023 Q1	$218K	Hold	1,416	–	–	0.03%	147
2022 Q4	$215K	Hold	1,416	–	–	0.03%	127
2022 Q3	$191K	Hold	1,416	–	–	0.03%	123
2022 Q2	$203K	Hold	1,416	–	–	0.03%	127
2022 Q1	$230K	Hold	1,416	–	–	0.03%	134
2021 Q4	$243K	Hold	1,416	–	–	0.04%	124
2021 Q3	$217K	Hold	1,416	–	–	0.04%	124
2021 Q2	$219K	Hold	1,416	–	–	0.04%	120
2021 Q1	$208K	Hold	1,416	–	–	0.04%	110
2020 Q4	$200K	Hold	1,416	–	–	0.04%	101
2020 Q3	$182K	Hold	1,416	–	–	0.04%	100
2020 Q2	$166K	Hold	1,416	–	–	0.04%	100
2020 Q1	$146K	Hold	1,416	–	–	0.04%	103
2019 Q4	$177K	Hold	1,416	–	–	0.04%	111
2019 Q3	$169K	Hold	1,416	–	–	0.04%	113
2019 Q2	$163K	Hold	1,416	–	–	0.04%	111
2019 Q1	$155K	Hold	1,416	–	–	0.04%	112
2018 Q4	$139K	Hold	1,416	–	–	0.04%	110
2018 Q3	$157K	Hold	1,416	–	–	0.04%	109
2018 Q2	$144K	Hold	1,416	–	–	0.04%	111
2018 Q1	$143K	Hold	1,416	–	–	0.04%	112
2017 Q4	$144K	Hold	1,416	–	–	0.04%	119
2017 Q3	$134K	Hold	1,416	–	–	0.04%	118
2017 Q2	$131K	Hold	1,416	–	–	0.04%	121
2017 Q1	$127K	Hold	1,416	–	–	0.04%	121
2016 Q4	$121K	Hold	1,416	–	–	0.04%	113
2016 Q3	$119K	Hold	1,416	–	–	0.04%	112
2016 Q2	$118K	Hold	1,416	–	–	0.04%	116
2016 Q1	$115K	Buy	1,416 +1,011	+250%	+$77.5K	0.05%	116
2015 Q4	$31K	Hold	405	–	–	0.01%	187
2015 Q3	$30K	Hold	405	–	–	0.01%	175
2015 Q2	$32K	Hold	405	–	–	0.01%	213
2015 Q1	$33K	Hold	405	–	–	0.01%	193
2014 Q4	$33K	Buy	+405	New	+$32K	0.02%	189

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

MV Capital Management's VIG Position: Q2 2026 in Review

MV Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,416 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #157.

MV Capital Management first reported a position in VIG in Q4 2014 and has held it in 47 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MV Capital Management held 1,416 shares of Vanguard Dividend Appreciation ETF worth $335K as of Q2 2026.
MV Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of MV Capital Management's portfolio in Q2 2026, its #157 holding.
MV Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 47 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.