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

JMG 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 		$4.23M Buy
19,647
+1,121
+6% +$250K 0.12% 38
2025
Q4 		$4.07M Sell
18,526
-659
-3% -$144K 0.11% 40
2025
Q3 		$4.14M Buy
19,185
+360
+2% +$75.6K 0.12% 39
2025
Q2 		$3.85M Sell
18,825
-520
-3% -$101K 0.12% 39
2025
Q1 		$3.75M Sell
19,345
-39
-0.2% -$7.75K 0.13% 38
2024
Q4 		$3.8M Buy
19,384
+1,053
+6% +$210K 0.13% 38
2024
Q3 		$3.63M Sell
18,331
-44
-0.2% -$8.38K 0.12% 38
2024
Q2 		$3.35M Sell
18,375
-170
-0.9% -$30.6K 0.13% 41
2024
Q1 		$3.39M Sell
18,545
-476
-3% -$83.6K 0.13% 39
2023
Q4 		$3.24M Buy
19,021
+1,421
+8% +$229K 0.14% 39
2023
Q3 		$2.73M Buy
17,600
+479
+3% +$77.6K 0.13% 39
2023
Q2 		$2.78M Sell
17,121
-458
-3% -$71.7K 0.13% 40
2023
Q1 		$2.71M Sell
17,579
-3
-0% -$460 0.14% 40
2022
Q4 		$2.67M Sell
17,582
-109
-0.6% -$16.2K 0.15% 39
2022
Q3 		$2.39M Buy
17,691
+1,370
+8% +$204K 0.16% 37
2022
Q2 		$2.34M Buy
16,321
+310
+2% +$47.2K 0.15% 37
2022
Q1 		$2.6M Buy
16,011
+669
+4% +$108K 0.13% 39
2021
Q4 		$2.63M Buy
15,342
+555
+4% +$91.5K 0.13% 37
2021
Q3 		$2.27M Buy
14,787
+825
+6% +$131K 0.13% 40
2021
Q2 		$2.16M Buy
13,962
+424
+3% +$65.1K 0.12% 40
2021
Q1 		$1.99M Sell
13,538
-290
-2% -$41.3K 0.12% 41
2020
Q4 		$1.95M Sell
13,828
-921
-6% -$125K 0.13% 41
2020
Q3 		$1.9M Buy
14,749
+1,226
+9% +$154K 0.15% 41
2020
Q2 		$1.58M Sell
13,523
-868
-6% -$98.8K 0.14% 41
2020
Q1 		$1.49M Sell
14,391
-590
-4% -$70.4K 0.16% 38
2019
Q4 		$1.87M Sell
14,981
-3,396
-18% -$411K 0.18% 40
2019
Q3 		$2.2M Buy
18,377
+96
+0.5% +$11.3K 0.23% 40
2019
Q2 		$2.1M Buy
18,281
+197
+1% +$22.1K 0.23% 39
2019
Q1 		$1.98M Sell
18,084
-2,033
-10% -$214K 0.23% 40
2018
Q4 		$1.97M Sell
20,117
-86
-0.4% -$8.97K 0.23% 39
2018
Q3 		$2.24M Sell
20,203
-375
-2% -$40.3K 0.23% 37
2018
Q2 		$2.09M Hold
20,578
– – 0.23% 36
2018
Q1 		$2.08M Hold
20,578
– – 0.24% 32
2017
Q4 		$2.1M Buy
20,578
+2,267
+12% +$223K 0.25% 32
2017
Q3 		$1.74M Sell
18,311
-1,015
-5% -$94.7K 0.22% 33
2017
Q2 		$1.79M Buy
19,326
+7,571
+64% +$695K 0.22% 34
2017
Q1 		$1.06M Hold
11,755
– – 0.14% 36
2016
Q4 		$1M Buy
11,755
+6,055
+106% +$509K 0.15% 36
2016
Q3 		$478K Hold
5,700
– – 0.08% 45
2016
Q2 		$474K Hold
5,700
– – 0.08% 45
2016
Q1 		$463K Buy
+5,700
New +$437K 0.09% 47

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

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

JMG Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.1% in Q1 2026, buying an estimated $250K and bringing the position to 19,647 shares worth $4.23M. The position accounts for 0.12% of the portfolio, ranked #38.

JMG Financial Group first reported a position in VIG in Q1 2016 and has held it in 41 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • JMG Financial Group held 19,647 shares of Vanguard Dividend Appreciation ETF worth $4.23M as of Q1 2026.
  • JMG Financial Group bought 1,121 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $250K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of JMG Financial Group's portfolio in Q1 2026, its #38 holding.
  • JMG Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 41 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.