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MJP Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MJP Associates’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 		$57.7M Sell
268,372
-25,766
-9% -$5.74M 7.01% 2
2025
Q4 		$64.6M Buy
294,138
+16,836
+6% +$3.68M 8.09% 3
2025
Q3 		$59.8M Buy
277,302
+2,618
+1% +$550K 7.88% 3
2025
Q2 		$56.2M Buy
274,684
+8,387
+3% +$1.63M 8.33% 3
2025
Q1 		$51.7M Buy
266,297
+2,814
+1% +$560K 9.32% 2
2024
Q4 		$51.6M Buy
263,483
+8,928
+4% +$1.78M 9.27% 2
2024
Q3 		$50.4M Buy
254,555
+16,530
+7% +$3.15M 9.56% 2
2024
Q2 		$43.5M Sell
238,025
-11,906
-5% -$2.14M 9.04% 2
2024
Q1 		$45.6M Sell
249,931
-2,635
-1% -$463K 9.93% 2
2023
Q4 		$43M Sell
252,566
-37,296
-13% -$6M 11.47% 3
2023
Q3 		$45M Sell
289,862
-8,172
-3% -$1.32M 13.08% 2
2023
Q2 		$48.4M Buy
298,034
+19,192
+7% +$3.01M 15.83% 1
2023
Q1 		$42.9M Buy
278,842
+43,613
+19% +$6.68M 13.14% 2
2022
Q4 		$35.7M Sell
235,229
-35,595
-13% -$5.31M 10.41% 2
2022
Q3 		$36.6M Buy
270,824
+6,249
+2% +$930K 10.95% 2
2022
Q2 		$38M Buy
264,575
+45,909
+21% +$6.99M 10.64% 2
2022
Q1 		$35.5M Buy
218,666
+133,087
+156% +$21.5M 8.91% 2
2021
Q4 		$14.7M Buy
85,579
+1,401
+2% +$231K 4.35% 6
2021
Q3 		$12.9M Buy
84,178
+4,334
+5% +$691K 4.38% 5
2021
Q2 		$12.4M Buy
79,844
+2,174
+3% +$334K 4.14% 7
2021
Q1 		$11.4M Sell
77,670
-83,831
-52% -$11.9M 4.64% 5
2020
Q4 		$22.8M Buy
+161,501
New +$21.9M 9.6% 2

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

MJP Associates's VIG Position: Q1 2026 in Review

MJP Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.8% in Q1 2026, selling an estimated $5.74M and leaving 268,372 shares worth $57.7M. The position accounts for 7.01% of the portfolio, ranked #2.

MJP Associates first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $64.6M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • MJP Associates held 268,372 shares of Vanguard Dividend Appreciation ETF worth $57.7M as of Q1 2026.
  • MJP Associates sold 25,766 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $5.74M.
  • Vanguard Dividend Appreciation ETF made up 7.01% of MJP Associates's portfolio in Q1 2026, its #2 holding.
  • MJP Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's Vanguard Dividend Appreciation ETF position peaked at $64.6M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.