UMB Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

UMB Bank’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	$4.96M	Sell	20,947 -450	-2%	-$103K	0.06%	174
2026 Q1	$4.6M	Sell	21,397 -300	-1%	-$66.9K	0.06%	181
2025 Q4	$4.77M	Buy	21,697 +3,896	+22%	+$851K	0.06%	184
2025 Q3	$3.84M	Hold	17,801	–	–	0.06%	185
2025 Q2	$3.64M	Sell	17,801 -15	-0.1%	-$2.91K	0.06%	189
2025 Q1	$3.46M	Sell	17,816 -372	-2%	-$74K	0.06%	185
2024 Q4	$3.56M	Sell	18,188 -37,431	-67%	-$7.47M	0.06%	189
2024 Q3	$11M	Buy	55,619 +401	+0.7%	+$76.4K	0.17%	109
2024 Q2	$10.1M	Sell	55,218 -8,087	-13%	-$1.46M	0.17%	115
2024 Q1	$11.6M	Buy	63,305 +5,106	+9%	+$897K	0.18%	109
2023 Q4	$9.92M	Sell	58,199 -29	-0%	-$4.67K	0.15%	120
2023 Q3	$9.05M	Sell	58,228 -3,276	-5%	-$531K	0.15%	125
2023 Q2	$9.99M	Buy	61,504 +6,980	+13%	+$1.09M	0.15%	129
2023 Q1	$8.4M	Buy	54,524 +860	+2%	+$132K	0.13%	144
2022 Q4	$8.15M	Buy	53,664 +6,614	+14%	+$986K	0.13%	145
2022 Q3	$6.36M	Buy	47,050 +13,500	+40%	+$2.01M	0.11%	156
2022 Q2	$4.81M	Sell	33,550 -100	-0.3%	-$15.2K	0.07%	191
2022 Q1	$5.46M	Sell	33,650 -445	-1%	-$71.8K	0.07%	197
2021 Q4	$5.86M	Buy	+34,095	New	+$5.62M	0.07%	196

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

UMB Bank's VIG Position: Q2 2026 in Review

UMB Bank reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, selling an estimated $103K and leaving 20,947 shares worth $4.96M. The position accounts for 0.06% of the portfolio, ranked #174.

UMB Bank first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q1 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

UMB Bank held 20,947 shares of Vanguard Dividend Appreciation ETF worth $4.96M as of Q2 2026.
UMB Bank sold 450 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $103K.
Vanguard Dividend Appreciation ETF made up 0.06% of UMB Bank's portfolio in Q2 2026, its #174 holding.
UMB Bank first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Vanguard Dividend Appreciation ETF position peaked at $11.6M in Q1 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.