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 Q2	$87.3K	Hold	369	–	–	0.03%	82
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

JDM Financial Group's VIG Position: Q2 2026 in Review

JDM Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 369 shares worth $87.3K. The position accounts for 0.03% of the portfolio, ranked #82.

JDM Financial Group first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $115K in Q3 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

JDM Financial Group held 369 shares of Vanguard Dividend Appreciation ETF worth $87.3K as of Q2 2026.
JDM Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of JDM Financial Group's portfolio in Q2 2026, its #82 holding.
JDM Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard Dividend Appreciation ETF position peaked at $115K in Q3 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.