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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
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 		$5.09B 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
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

CM Wealth Advisors's VIG Position: Q1 2026 in Review

CM Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.1% in Q1 2026, selling an estimated $785K and leaving 82,795 shares worth $17.8M. The position accounts for 3.79% of the portfolio, ranked #8.

CM Wealth Advisors first reported a position in VIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.09B in Q3 2022. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • CM Wealth Advisors held 82,795 shares of Vanguard Dividend Appreciation ETF worth $17.8M as of Q1 2026.
  • CM Wealth Advisors sold 3,523 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $785K.
  • Vanguard Dividend Appreciation ETF made up 3.79% of CM Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • CM Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 16 quarters since.
  • CM Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.09B in Q3 2022.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.