CM Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CM Wealth Advisors’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	$19.6M	Sell	82,631 -164	-0.2%	-$37.7K	3.53%	9
2026 Q1	$17.8M	Sell	82,795 -3,523	-4%	-$785K	3.79%	8
2025 Q4	$19M	Sell	86,318 -303	-0.3%	-$66.2K	4.29%	7
2025 Q3	$18.7M	Buy	86,621 +477	+0.6%	+$100K	4.94%	6
2025 Q2	$17.7M	Sell	86,144 -134	-0.2%	-$26K	5.2%	6
2025 Q1	$16.7M	Buy	86,278 +361	+0.4%	+$71.8K	5.35%	6
2024 Q4	$16.8M	Buy	85,917 +252	+0.3%	+$50.3K	5.5%	6
2024 Q3	$17M	Buy	85,665 +52,612	+159%	+$10M	5.5%	6
2024 Q2	$6.06M	Sell	33,053 -75,507	-70%	-$13.6M	2.88%	7
2024 Q1	$19.4M	Buy	108,560 +70,740	+187%	+$12.4M	5.55%	4
2023 Q4	$6.44M	Sell	37,820 -783	-2%	-$126K	2.77%	7
2023 Q3	$6.24M	Sell	38,603 -34,823	-47%	-$5.64M	2.4%	7
2023 Q2	$12.2M	Sell	73,426 -51,826	-41%	-$8.12M	4%	6
2023 Q1	$19.2M	Buy	125,252 +87,611	+233%	+$13.4M	3.72%	4
2022 Q4	$5.72M	Sell	37,641 -14	-0%	-$2.09K	2.92%	7
2022 Q3	$5.09M	Hold	37,655	–	–	2.82%	6
2022 Q2	$5.4M	Buy	+37,655	New	+$5.73M	3.31%	6

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

CM Wealth Advisors's VIG Position: Q2 2026 in Review

CM Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.2% in Q2 2026, selling an estimated $37.7K and leaving 82,631 shares worth $19.6M. The position accounts for 3.53% of the portfolio, ranked #9.

CM Wealth Advisors first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CM Wealth Advisors held 82,631 shares of Vanguard Dividend Appreciation ETF worth $19.6M as of Q2 2026.
CM Wealth Advisors sold 164 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $37.7K.
Vanguard Dividend Appreciation ETF made up 3.53% of CM Wealth Advisors's portfolio in Q2 2026, its #9 holding.
CM Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.