SFMG Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SFMG Wealth Advisors’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	$973K	Buy	4,523 +30	+0.7%	+$6.69K	0.07%	116
2025 Q4	$987K	Buy	4,493 +1,853	+70%	+$405K	0.07%	108
2025 Q3	$570K	Buy	2,640 +4	+0.2%	+$840	0.04%	156
2025 Q2	$539K	Hold	2,636	–	–	0.04%	147
2025 Q1	$511K	Buy	2,636 +513	+24%	+$102K	0.04%	146
2024 Q4	$416K	Buy	2,123 +109	+5%	+$21.8K	0.03%	172
2024 Q3	$399K	Sell	2,014 -116	-5%	-$22.1K	0.03%	171
2024 Q2	$389K	Hold	2,130	–	–	0.03%	169
2024 Q1	$389K	Buy	2,130 +5	+0.2%	+$878	0.03%	172
2023 Q4	$362K	Buy	2,125 +12	+0.6%	+$1.93K	0.03%	170
2023 Q3	$328K	Buy	2,113 +7	+0.3%	+$1.14K	0.03%	170
2023 Q2	$342K	Sell	2,106 -336	-14%	-$52.6K	0.04%	164
2023 Q1	$376K	Sell	2,442 -1,119	-31%	-$171K	0.04%	157
2022 Q4	$541K	Buy	3,561 +1,231	+53%	+$183K	0.06%	130
2022 Q3	$315K	Sell	2,330 -305	-12%	-$45.4K	0.04%	167
2022 Q2	$378K	Buy	2,635 +652	+33%	+$99.2K	0.04%	156
2022 Q1	$321K	Buy	1,983 +9	+0.5%	+$1.45K	0.03%	192
2021 Q4	$339K	Buy	1,974 +51	+3%	+$8.41K	0.03%	187
2021 Q3	$295K	Buy	+1,923	New	+$306K	0.03%	195
2021 Q1	–	Sell	-1,866	Closed	-$263K	–	255
2020 Q4	$263K	Buy	1,866 +8	+0.4%	+$1.08K	0.03%	179
2020 Q3	$239K	Buy	+1,858	New	+$234K	0.03%	153
2015 Q2	–	Sell	-5,250	Closed	-$422K	–	166
2015 Q1	$422K	Buy	+5,250	New	+$426K	0.03%	111

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFMG Wealth Advisors's VIG Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.67% in Q1 2026, buying an estimated $6.69K and bringing the position to 4,523 shares worth $973K. The position accounts for 0.07% of the portfolio, ranked #116.

SFMG Wealth Advisors first reported a position in VIG in Q1 2015 and has held it in 22 quarters since. The position peaked at $987K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SFMG Wealth Advisors held 4,523 shares of Vanguard Dividend Appreciation ETF worth $973K as of Q1 2026.
SFMG Wealth Advisors bought 30 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.69K.
Vanguard Dividend Appreciation ETF made up 0.07% of SFMG Wealth Advisors's portfolio in Q1 2026, its #116 holding.
SFMG Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 22 quarters since.
SFMG Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $987K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.