Mayfair Advisory Group
VIG icon

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

Mayfair Advisory 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
Q3 		$1.43M Sell
6,145
-301
-5% -$72.3K 0.42% 48
2026
Q2 		$1.54M Buy
6,446
+52
+0.8% +$11.9K 0.46% 43
2026
Q1 		$1.38M Sell
6,394
-16
-0.2% -$3.57K 0.48% 42
2025
Q4 		$1.41M Buy
6,410
+70
+1% +$15.3K 0.55% 39
2025
Q3 		$1.37M Sell
6,340
-14
-0.2% -$2.94K 0.59% 38
2025
Q2 		$1.32M Buy
6,354
+11
+0.2% +$2.13K 0.62% 38
2025
Q1 		$1.23M Buy
6,343
+59
+0.9% +$11.7K 0.71% 30
2024
Q4 		$1.23M Buy
6,284
+15
+0.2% +$3K 0.72% 30
2024
Q3 		$1.24M Buy
6,269
+4
+0.1% +$762 0.78% 28
2024
Q2 		$1.17M Buy
6,265
+2
+0% +$360 0.79% 28
2024
Q1 		$1.14M Sell
6,263
-1,398
-18% -$246K 0.83% 29
2023
Q4 		$1.3M Buy
7,661
+24
+0.3% +$3.86K 1.11% 21
2023
Q3 		$1.2M Buy
7,637
+34
+0.4% +$5.51K 1.15% 21
2023
Q2 		$1.21M Buy
7,603
+7
+0.1% +$1.1K 1.21% 18
2023
Q1 		$1.18M Buy
7,596
+1,388
+22% +$213K 1.28% 16
2022
Q4 		$956K Sell
6,208
-240
-4% -$35.8K 1.22% 22
2022
Q3 		$894K Buy
6,448
+417
+7% +$62.1K 1.26% 20
2022
Q2 		$924K Hold
6,031
– – 1.22% 22
2022
Q1 		$981K Sell
6,031
-19
-0.3% -$3.06K 1.26% 16
2021
Q4 		$1.03M Sell
6,050
-10
-0.2% -$1.65K 1.37% 15
2021
Q3 		$932K Buy
6,060
+68
+1% +$10.8K 1.43% 14
2021
Q2 		$928K Hold
5,992
– – 1.47% 12
2021
Q1 		$887K Sell
5,992
-60
-1% -$8.54K 1.59% 11
2020
Q4 		$854K Buy
6,052
+1
+0% +$136 1.67% 9
2020
Q3 		$779K Buy
6,051
+65
+1% +$8.18K 2.01% 10
2020
Q2 		$701K Buy
5,986
+81
+1% +$9.22K 2.26% 11
2020
Q1 		$611K Buy
5,905
+2,295
+64% +$274K 2.77% 11
2019
Q4 		$450K Buy
+3,610
New +$437K 1.38% 18

Other funds holding VIG

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Mayfair Advisory Group's VIG Position: Q3 2026 in Review

Mayfair Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.7% in Q3 2026, selling an estimated $72.3K and leaving 6,145 shares worth $1.43M. The position accounts for 0.42% of the portfolio, ranked #48.

Mayfair Advisory Group first reported a position in VIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.54M in Q2 2026. 2,284 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Mayfair Advisory Group held 6,145 shares of Vanguard Dividend Appreciation ETF worth $1.43M as of Q3 2026.
  • Mayfair Advisory Group sold 301 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $72.3K.
  • Vanguard Dividend Appreciation ETF made up 0.42% of Mayfair Advisory Group's portfolio in Q3 2026, its #48 holding.
  • Mayfair Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 28 quarters since.
  • Mayfair Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.54M in Q2 2026.
  • 2,284 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.