CSM Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CSM 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	$4.39M	Sell	20,400 -700	-3%	-$156K	0.11%	215
2025 Q4	$4.64M	Hold	21,100	–	–	0.13%	181
2025 Q3	$4.55M	Hold	21,100	–	–	0.13%	188
2025 Q2	$4.32M	Sell	21,100 -800	-4%	-$155K	0.13%	196
2025 Q1	$4.25M	Hold	21,900	–	–	0.23%	72
2024 Q4	$4.29M	Hold	21,900	–	–	0.2%	77
2024 Q3	$4.34M	Sell	21,900 -4,734	-18%	-$901K	0.28%	79
2024 Q2	$4.86M	Sell	26,634 -100	-0.4%	-$18K	0.34%	70
2024 Q1	$4.88M	Buy	26,734 +1,800	+7%	+$316K	0.32%	77
2023 Q4	$4.25M	Sell	24,934 -300	-1%	-$48.3K	0.31%	77
2023 Q3	$3.92M	Buy	25,234 +900	+4%	+$146K	0.34%	72
2023 Q2	$3.95M	Buy	24,334 +4,700	+24%	+$736K	0.3%	76
2023 Q1	$3.02M	Hold	19,634	–	–	0.26%	74
2022 Q4	$2.98M	Hold	19,634	–	–	0.28%	71
2022 Q3	$2.65M	Sell	19,634 -1,300	-6%	-$193K	0.29%	68
2022 Q2	$3M	Hold	20,934	–	–	0.27%	67
2022 Q1	$3.39M	Buy	20,934 +12,200	+140%	+$1.97M	0.23%	74
2021 Q4	$1.5M	Hold	8,734	–	–	0.1%	91
2021 Q3	$1.34M	Hold	8,734	–	–	0.1%	88
2021 Q2	$1.35M	Buy	+8,734	New	+$1.34M	0.09%	91

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

CSM Advisors's VIG Position: Q1 2026 in Review

CSM Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q1 2026, selling an estimated $156K and leaving 20,400 shares worth $4.39M. The position accounts for 0.11% of the portfolio, ranked #215.

CSM Advisors first reported a position in VIG in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.88M in Q1 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

CSM Advisors held 20,400 shares of Vanguard Dividend Appreciation ETF worth $4.39M as of Q1 2026.
CSM Advisors sold 700 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $156K.
Vanguard Dividend Appreciation ETF made up 0.11% of CSM Advisors's portfolio in Q1 2026, its #215 holding.
CSM Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 20 quarters since.
CSM Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.88M in Q1 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.