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JMAC Enterprises’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JMAC Enterprises’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
2025
Q1 		– Sell
-29,402
Closed -$5.76M – 165
2024
Q4 		$5.76M Buy
29,402
+153
+0.5% +$30.5K 0.9% 32
2024
Q3 		$5.79M Buy
29,249
+408
+1% +$77.7K 0.93% 31
2024
Q2 		$5.26M Buy
28,841
+291
+1% +$52.4K 0.92% 31
2024
Q1 		$5.21M Buy
28,550
+600
+2% +$105K 0.97% 28
2023
Q4 		$4.76M Sell
27,950
-26
-0.1% -$4.18K 1.03% 22
2023
Q3 		$4.35M Buy
27,976
+207
+0.7% +$33.6K 1.07% 21
2023
Q2 		$4.51M Buy
27,769
+86
+0.3% +$13.5K 1.12% 21
2023
Q1 		$4.26M Buy
27,683
+492
+2% +$75.4K 1.08% 22
2022
Q4 		$4.13M Buy
27,191
+55
+0.2% +$8.2K 1.14% 21
2022
Q3 		$3.67M Sell
27,136
-5,084
-16% -$757K 1.03% 22
2022
Q2 		$4.62M Buy
32,220
+229
+0.7% +$34.9K 1.19% 19
2022
Q1 		$5.19M Buy
31,991
+244
+0.8% +$39.4K 1.22% 18
2021
Q4 		$5.17M Buy
+31,747
New +$5.23M 1.22% 18

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JMAC Enterprises's VIG Position: Q1 2025 in Review

JMAC Enterprises sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 29,402 shares — an estimated $5.76M sold.

JMAC Enterprises first reported a position in VIG in Q4 2021 and held it in 13 quarters. The position peaked at $5.79M in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • JMAC Enterprises reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • JMAC Enterprises sold 29,402 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $5.76M.
  • JMAC Enterprises first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 13 quarters.
  • JMAC Enterprises's Vanguard Dividend Appreciation ETF position peaked at $5.79M in Q3 2024.
  • 2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.