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Southern Michigan Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Southern Michigan Bank & Trust’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 		$53.2K Hold
225
– – 0.02% 202
2026
Q1 		$48.4K Buy
+225
New +$50.2K 0.02% 209

Other funds holding VIG

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Southern Michigan Bank & Trust's VIG Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 225 shares worth $53.2K. The position accounts for 0.02% of the portfolio, ranked #202.

Southern Michigan Bank & Trust first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 2,517 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Southern Michigan Bank & Trust held 225 shares of Vanguard Dividend Appreciation ETF worth $53.2K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #202 holding.
  • Southern Michigan Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.