CJM Wealth Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CJM Wealth Advisers’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	$2.44M	Hold	10,313	–	–	0.64%	17
2026 Q1	$2.22M	Sell	10,313 -13	-0.1%	-$2.9K	0.68%	16
2025 Q4	$2.27M	Buy	10,326 +104	+1%	+$22.7K	0.68%	16
2025 Q3	$2.21M	Hold	10,222	–	–	0.68%	16
2025 Q2	$2.09M	Hold	10,222	–	–	0.7%	17
2025 Q1	$1.98M	Hold	10,222	–	–	0.7%	16
2024 Q4	$2M	Hold	10,222	–	–	0.67%	15
2024 Q3	$2.02M	Hold	10,222	–	–	0.69%	16
2024 Q2	$1.86M	Sell	10,222 -150	-1%	-$27K	0.68%	16
2024 Q1	$1.89M	Buy	10,372 +500	+5%	+$87.8K	0.72%	17
2023 Q4	$1.68M	Hold	9,872	–	–	0.74%	17
2023 Q3	$1.53M	Hold	9,872	–	–	0.75%	18
2023 Q2	$1.6M	Sell	9,872 -145	-1%	-$22.7K	0.81%	16
2023 Q1	$1.54M	Hold	10,017	–	–	0.88%	17
2022 Q4	$1.52M	Buy	10,017 +571	+6%	+$85.1K	0.94%	17
2022 Q3	$1.28M	Hold	9,446	–	–	0.91%	15
2022 Q2	$1.36M	Hold	9,446	–	–	0.94%	15
2022 Q1	$1.53M	Hold	9,446	–	–	1.05%	15
2021 Q4	$1.62M	Buy	+9,446	New	+$1.56M	1.15%	13

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

CJM Wealth Advisers's VIG Position: Q2 2026 in Review

CJM Wealth Advisers held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 10,313 shares worth $2.44M. The position accounts for 0.64% of the portfolio, ranked #17.

CJM Wealth Advisers first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 640 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CJM Wealth Advisers held 10,313 shares of Vanguard Dividend Appreciation ETF worth $2.44M as of Q2 2026.
CJM Wealth Advisers left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.64% of CJM Wealth Advisers's portfolio in Q2 2026, its #17 holding.
CJM Wealth Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
640 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.