GM Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GM Advisory 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	$8.81M	Buy	40,984 +197	+0.5%	+$43.9K	0.34%	49
2025 Q4	$8.96M	Buy	40,787 +29,019	+247%	+$6.34M	0.35%	51
2025 Q3	$2.54M	Buy	11,768 +572	+5%	+$120K	0.11%	90
2025 Q2	$2.29M	Buy	11,196 +2,228	+25%	+$432K	0.11%	89
2025 Q1	$1.74M	Buy	8,968 +21	+0.2%	+$4.18K	0.09%	94
2024 Q4	$1.75M	Buy	8,947 +743	+9%	+$148K	0.1%	92
2024 Q3	$1.62M	Buy	8,204 +438	+6%	+$83.4K	0.1%	88
2024 Q2	$1.42M	Buy	7,766 +149	+2%	+$26.8K	0.09%	92
2024 Q1	$1.39M	Buy	7,617 +12	+0.2%	+$2.11K	0.1%	90
2023 Q4	$1.3M	Buy	7,605 +323	+4%	+$52K	0.1%	80
2023 Q3	$1.13M	Buy	7,282 +1,546	+27%	+$251K	0.09%	75
2023 Q2	$932K	Buy	5,736 +2,790	+95%	+$437K	0.08%	85
2023 Q1	$454K	Sell	2,946 -1,099	-27%	-$168K	0.04%	133
2022 Q4	$614K	Buy	4,045 +50	+1%	+$7.45K	0.07%	101
2022 Q3	$540K	Hold	3,995	–	–	0.07%	110
2022 Q2	$573K	Hold	3,995	–	–	0.09%	102
2022 Q1	$648K	Buy	+3,995	New	+$645K	0.08%	111
2020 Q3	–	Sell	-1,806	Closed	-$212K	–	184
2020 Q2	$212K	Buy	+1,806	New	+$206K	0.04%	157
2020 Q1	–	Sell	-1,806	Closed	-$225K	–	144
2019 Q4	$225K	Hold	1,806	–	–	0.07%	85
2019 Q3	$216K	Buy	+1,806	New	+$213K	0.07%	100
2014 Q2	–	Sell	-54,869	Closed	-$4.14M	–	84
2014 Q1	$4.14M	Sell	54,869 -951	-2%	-$70.2K	3.21%	10
2013 Q4	$4.2M	Buy	+55,820	New	+$4.06M	4.32%	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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

GM Advisory Group's VIG Position: Q1 2026 in Review

GM Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q1 2026, buying an estimated $43.9K and bringing the position to 40,984 shares worth $8.81M. The position accounts for 0.34% of the portfolio, ranked #49.

GM Advisory Group first reported a position in VIG in Q4 2013 and has held it in 22 quarters since. The position peaked at $8.96M in Q4 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

GM Advisory Group held 40,984 shares of Vanguard Dividend Appreciation ETF worth $8.81M as of Q1 2026.
GM Advisory Group bought 197 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $43.9K.
Vanguard Dividend Appreciation ETF made up 0.34% of GM Advisory Group's portfolio in Q1 2026, its #49 holding.
GM Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 22 quarters since.
GM Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $8.96M in Q4 2025.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.