M3 Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.7M Buy
63,599
+837
+1% +$187K 8.43% 1
2025
Q4
$13.8M Buy
62,762
+263
+0.4% +$57.5K 8.41% 1
2025
Q3
$13.5M Buy
62,499
+1,561
+3% +$328K 8.41% 1
2025
Q2
$12.5M Buy
60,938
+1,115
+2% +$216K 8.63% 1
2025
Q1
$11.6M Buy
59,823
+2,625
+5% +$522K 9.17% 1
2024
Q4
$11.2M Buy
57,198
+2,375
+4% +$474K 8.02% 1
2024
Q3
$10.9M Buy
54,823
+649
+1% +$124K 7.97% 1
2024
Q2
$9.89M Buy
54,174
+2,622
+5% +$472K 8.14% 1
2024
Q1
$9.41M Buy
51,552
+2,369
+5% +$416K 8.53% 1
2023
Q4
$8.38M Buy
+49,183
New +$7.91M 9.81% 1

Other funds holding VIG

M3 Advisory Group's VIG Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q1 2026, buying an estimated $187K and bringing the position to 63,599 shares worth $13.7M. The position accounts for 8.43% of the portfolio, ranked #1.

M3 Advisory Group first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.8M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • M3 Advisory Group held 63,599 shares of Vanguard Dividend Appreciation ETF worth $13.7M as of Q1 2026.
  • M3 Advisory Group bought 837 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $187K.
  • Vanguard Dividend Appreciation ETF made up 8.43% of M3 Advisory Group's portfolio in Q1 2026, its #1 holding.
  • M3 Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $13.8M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.