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

JDM 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	$79.4K	Hold	369	–	–	0.03%	87
2025 Q4	$81.1K	Sell	369 -164	-31%	-$35.8K	0.03%	85
2025 Q3	$115K	Buy	533 +240	+82%	+$50.4K	0.05%	70
2025 Q2	$60K	Hold	293	–	–	0.03%	83
2025 Q1	$56.8K	Hold	293	–	–	0.03%	83
2024 Q4	$57.4K	Hold	293	–	–	0.03%	80
2024 Q3	$58K	Hold	293	–	–	0.03%	79
2024 Q2	$53.5K	Buy	293 +129	+79%	+$23.2K	0.04%	75
2024 Q1	$29.9K	Hold	164	–	–	0.02%	93
2023 Q4	$27.9K	Hold	164	–	–	0.02%	89
2023 Q3	$25.5K	Hold	164	–	–	0.02%	90
2023 Q2	$26.6K	Hold	164	–	–	0.02%	92
2023 Q1	$25.3K	Sell	164 -49	-23%	-$7.51K	0.02%	92
2022 Q4	$32.3K	Buy	+213	New	+$31.7K	0.03%	80

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 $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JDM Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 369 shares worth $79.4K. The position accounts for 0.03% of the portfolio, ranked #87.

JDM Financial Group first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $115K in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

JDM Financial Group held 369 shares of Vanguard Dividend Appreciation ETF worth $79.4K as of Q1 2026.
JDM Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of JDM Financial Group's portfolio in Q1 2026, its #87 holding.
JDM Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Vanguard Dividend Appreciation ETF position peaked at $115K in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.