MHS
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M Holdings Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-14,173
Closed -$2.3M – 304
2023
Q2 		$2.3M Sell
14,173
-5,325
-27% -$834K 0.47% 28
2023
Q1 		$3M Buy
+19,498
New +$2.99M 0.31% 63

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

M Holdings Securities's VIG Position: Q1 2026 in Review

M Holdings Securities reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q1 2026, selling an estimated $138K and leaving 31,716 shares worth $6.85M. The position accounts for 0.46% of the portfolio, ranked #42.

M Holdings Securities first reported a position in VIG in Q4 2013 and has held it in 41 quarters since. The position peaked at $7.11M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • M Holdings Securities held 31,716 shares of Vanguard Dividend Appreciation ETF worth $6.85M as of Q1 2026.
  • M Holdings Securities sold 621 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $138K.
  • Vanguard Dividend Appreciation ETF made up 0.46% of M Holdings Securities's portfolio in Q1 2026, its #42 holding.
  • M Holdings Securities first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 41 quarters since.
  • M Holdings Securities's Vanguard Dividend Appreciation ETF position peaked at $7.11M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.