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 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

M Holdings Securities's VIG Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 31,716 shares — an estimated $6.85M sold.

M Holdings Securities first reported a position in VIG in Q4 2013 and held it in 41 quarters. The position peaked at $7.11M in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

M Holdings Securities reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 31,716 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.85M.
M Holdings Securities first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and held it in 41 quarters.
M Holdings Securities's Vanguard Dividend Appreciation ETF position peaked at $7.11M in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.