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Demars Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Demars Financial Group’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 		$461K Sell
2,146
-55
-2% -$12.3K 0.15% 70
2025
Q4 		$484K Buy
2,201
+461
+26% +$101K 0.16% 61
2025
Q3 		$376K Sell
1,740
-72
-4% -$15.1K 0.13% 68
2025
Q2 		$371K Sell
1,812
-343,432
-99% -$66.6M 0.14% 65
2025
Q1 		$1.78M Sell
345,244
-7,538
-2% -$1.5M 0.05% 65
2024
Q4 		$1.8M Buy
352,782
+350,908
+18,725% +$70.1M 0.06% 64
2024
Q3 		$371K Sell
1,874
-8
-0.4% -$1.52K 0.17% 55
2024
Q2 		$344K Sell
1,882
-19
-1% -$3.42K 0.16% 54
2024
Q1 		$347K Buy
1,901
+11
+0.6% +$1.93K 0.17% 54
2023
Q4 		$322K Sell
1,890
-837
-31% -$135K 0.17% 53
2023
Q3 		$424K Hold
2,727
– – 0.24% 56
2023
Q2 		$443K Sell
2,727
-64
-2% -$10K 0.25% 55
2023
Q1 		$430K Sell
2,791
-17
-0.6% -$2.6K 0.24% 56
2022
Q4 		$426K Sell
2,808
-952
-25% -$142K 0.24% 52
2022
Q3 		$508K Hold
3,760
– – 0.3% 48
2022
Q2 		$539K Sell
3,760
-3,488
-48% -$531K 0.31% 53
2022
Q1 		$1.18M Sell
7,248
-60,839
-89% -$9.82M 0.59% 38
2021
Q4 		$11.7M Buy
68,087
+2,667
+4% +$440K 6.19% 2
2021
Q3 		$10M Sell
65,420
-7,507
-10% -$1.2M 5.92% 3
2021
Q2 		$11.3M Buy
72,927
+3,555
+5% +$546K 6.79% 2
2021
Q1 		$10.2M Sell
69,372
-729
-1% -$104K 6.86% 3
2020
Q4 		$9.9M Buy
70,101
+68,175
+3,540% +$9.24M 7% 3
2020
Q3 		$248K Buy
1,926
+113
+6% +$14.2K 0.19% 54
2020
Q2 		$212K Buy
+1,813
New +$206K 0.18% 59

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

Demars Financial Group's VIG Position: Q1 2026 in Review

Demars Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q1 2026, selling an estimated $12.3K and leaving 2,146 shares worth $461K. The position accounts for 0.15% of the portfolio, ranked #70.

Demars Financial Group first reported a position in VIG in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q4 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Demars Financial Group held 2,146 shares of Vanguard Dividend Appreciation ETF worth $461K as of Q1 2026.
  • Demars Financial Group sold 55 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $12.3K.
  • Vanguard Dividend Appreciation ETF made up 0.15% of Demars Financial Group's portfolio in Q1 2026, its #70 holding.
  • Demars Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 24 quarters since.
  • Demars Financial Group's Vanguard Dividend Appreciation ETF position peaked at $11.7M in Q4 2021.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.