MWA Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MWA Asset 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	$219K	Buy	+926	New	+$213K	0.1%	125
2026 Q1	–	Sell	-1,036	Closed	-$228K	–	131
2025 Q4	$228K	Sell	1,036 -250	-19%	-$54.6K	0.13%	112
2025 Q3	$278K	Sell	1,286 -55	-4%	-$11.6K	0.15%	106
2025 Q2	$274K	Sell	1,341 -165	-11%	-$32K	0.17%	101
2025 Q1	$292K	Hold	1,506	–	–	0.2%	105
2024 Q4	$295K	Sell	1,506 -190	-11%	-$37.9K	0.2%	107
2024 Q3	$336K	Buy	1,696 +15	+0.9%	+$2.86K	0.22%	102
2024 Q2	$307K	Sell	1,681 -20	-1%	-$3.6K	0.22%	103
2024 Q1	$311K	Buy	+1,701	New	+$299K	0.23%	99

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

MWA Asset Management's VIG Position: Q2 2026 in Review

MWA Asset Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 926 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #125 among its holdings. This is a return to the name: MWA Asset Management previously reported a position in VIG as recently as Q4 2025.

MWA Asset Management first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $336K in Q3 2024. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

MWA Asset Management held 926 shares of Vanguard Dividend Appreciation ETF worth $219K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new MWA Asset Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.1% of MWA Asset Management's portfolio in Q2 2026, its #125 holding.
MWA Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
MWA Asset Management's Vanguard Dividend Appreciation ETF position peaked at $336K in Q3 2024.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.