CMBA
VIG icon

C.M. Bidwell & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

C.M. Bidwell & Associates’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
Q1 		$1.36M Sell
6,333
-79
-1% -$17.6K 0.64% 32
2025
Q4 		$1.41M Buy
6,412
+115
+2% +$25.1K 0.67% 31
2025
Q3 		$1.36M Sell
6,297
-31
-0.5% -$6.51K 0.65% 31
2025
Q2 		$1.3M Sell
6,328
-1,349
-18% -$261K 0.67% 31
2025
Q1 		$1.49M Sell
7,677
-10
-0.1% -$1.99K 0.9% 27
2024
Q4 		$1.51M Sell
7,687
-75
-1% -$15K 0.92% 27
2024
Q3 		$1.54M Hold
7,762
– – 0.94% 26
2024
Q2 		$1.42M Hold
7,762
– – 0.95% 25
2024
Q1 		$1.42M Sell
7,762
-214
-3% -$37.6K 0.97% 24
2023
Q4 		$1.36M Sell
7,976
-34
-0.4% -$5.47K 1.01% 24
2023
Q3 		$1.24M Hold
8,010
– – 0.95% 23
2023
Q2 		$1.3M Buy
8,010
+23
+0.3% +$3.6K 0.95% 24
2023
Q1 		$1.23M Buy
7,987
+23
+0.3% +$3.52K 0.93% 25
2022
Q4 		$1.21M Sell
7,964
-1
-0% -$149 0.95% 24
2022
Q3 		$1.08M Sell
7,965
-21
-0.3% -$3.13K 0.89% 27
2022
Q2 		$1.15M Buy
7,986
+25
+0.3% +$3.81K 0.91% 26
2022
Q1 		$1.29M Sell
7,961
-1,172
-13% -$189K 0.85% 26
2021
Q4 		$1.57M Sell
9,133
-60
-0.7% -$9.89K 0.96% 24
2021
Q3 		$1.41M Sell
9,193
-489
-5% -$77.9K 0.94% 23
2021
Q2 		$1.5M Sell
9,682
-9,285
-49% -$1.43M 0.98% 24
2021
Q1 		$2.79M Buy
18,967
+131
+0.7% +$18.6K 2.04% 14
2020
Q4 		$2.66M Buy
18,836
+681
+4% +$92.3K 2.18% 14
2020
Q3 		$2.34M Buy
18,155
+4,370
+32% +$550K 2.15% 14
2020
Q2 		$1.61M Buy
13,785
+770
+6% +$87.7K 1.47% 17
2020
Q1 		$1.35M Buy
+13,015
New +$1.55M 1.42% 17

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

C.M. Bidwell & Associates's VIG Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q1 2026, selling an estimated $17.6K and leaving 6,333 shares worth $1.36M. The position accounts for 0.64% of the portfolio, ranked #32.

C.M. Bidwell & Associates first reported a position in VIG in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.79M in Q1 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • C.M. Bidwell & Associates held 6,333 shares of Vanguard Dividend Appreciation ETF worth $1.36M as of Q1 2026.
  • C.M. Bidwell & Associates sold 79 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $17.6K.
  • Vanguard Dividend Appreciation ETF made up 0.64% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #32 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 25 quarters since.
  • C.M. Bidwell & Associates's Vanguard Dividend Appreciation ETF position peaked at $2.79M in Q1 2021.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.