S.A. Mason’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

S.A. Mason’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	$512K	Hold	2,164	–	–	0.16%	132
2026 Q1	$465K	Sell	2,164 -175	-7%	-$39K	0.17%	123
2025 Q4	$514K	Hold	2,339	–	–	0.2%	111
2025 Q3	$505K	Sell	2,339 -50	-2%	-$10.5K	0.22%	106
2025 Q2	$489K	Sell	2,389 -160	-6%	-$31K	0.24%	96
2025 Q1	$494K	Sell	2,549 -429	-14%	-$85.3K	0.26%	90
2024 Q4	$583K	Sell	2,978 -90	-3%	-$18K	0.31%	78
2024 Q3	$608K	Sell	3,068 -50	-2%	-$9.52K	0.32%	76
2024 Q2	$569K	Hold	3,118	–	–	0.32%	79
2024 Q1	$569K	Sell	3,118 -198	-6%	-$34.8K	0.34%	81
2023 Q4	$565K	Buy	3,316 +2	+0.1%	+$322	0.38%	71
2023 Q3	$515K	Sell	3,314 -48	-1%	-$7.78K	0.37%	76
2023 Q2	$518K	Hold	3,362	–	–	0.38%	73
2023 Q1	$518K	Sell	3,362 -503	-13%	-$77.1K	0.38%	73
2022 Q4	$587K	Sell	3,865 -23	-0.6%	-$3.43K	0.44%	63
2022 Q3	$526K	Buy	3,888 +1	+0%	+$149	0.42%	67
2022 Q2	$558K	Buy	3,887 +2	+0.1%	+$304	0.41%	66
2022 Q1	$630K	Sell	3,885 -311	-7%	-$50.2K	0.39%	70
2021 Q4	$721K	Sell	4,196 -208	-5%	-$34.3K	0.43%	59
2021 Q3	$677K	Sell	4,404 -191	-4%	-$30.4K	0.45%	66
2021 Q2	$711K	Buy	4,595 +2	+0%	+$307	0.49%	60
2021 Q1	$676K	Sell	4,593 -43	-0.9%	-$6.12K	0.51%	57
2020 Q4	$655K	Buy	4,636 +3	+0.1%	+$407	0.55%	51
2020 Q3	$596K	Sell	4,633 -5	-0.1%	-$629	0.57%	53
2020 Q2	$543K	Sell	4,638 -63	-1%	-$7.17K	0.57%	50
2020 Q1	$486K	Sell	4,701 -3,395	-42%	-$405K	0.59%	45
2019 Q4	$1.01M	Buy	+8,096	New	+$979K	0.96%	25

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

S.A. Mason's VIG Position: Q2 2026 in Review

S.A. Mason held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,164 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #132.

S.A. Mason first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2019. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

S.A. Mason held 2,164 shares of Vanguard Dividend Appreciation ETF worth $512K as of Q2 2026.
S.A. Mason left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.16% of S.A. Mason's portfolio in Q2 2026, its #132 holding.
S.A. Mason first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
S.A. Mason's Vanguard Dividend Appreciation ETF position peaked at $1.01M in Q4 2019.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.