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Sonora Investment Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sonora Investment Management 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
2025
Q3 		$965K Sell
4,474
-446
-9% -$93.7K 0.07% 131
2025
Q2 		$1.01M Sell
4,920
-392
-7% -$76K 0.07% 132
2025
Q1 		$1.03M Buy
5,312
+1,844
+53% +$367K 0.08% 127
2024
Q4 		$679K Buy
3,468
+64
+2% +$12.8K 0.05% 147
2024
Q3 		$674K Sell
3,404
-288
-8% -$54.8K 0.05% 150
2024
Q2 		$674K Hold
3,692
– – 0.05% 155
2024
Q1 		$674K Sell
3,692
-124
-3% -$21.8K 0.05% 155
2023
Q4 		$650K Buy
3,816
+7
+0.2% +$1.13K 0.05% 150
2023
Q3 		$592K Buy
3,809
+764
+25% +$124K 0.05% 153
2023
Q2 		$495K Buy
3,045
+721
+31% +$113K 0.04% 159
2023
Q1 		$358K Sell
2,324
-217
-9% -$33.2K 0.03% 190
2022
Q4 		$386K Buy
2,541
+489
+24% +$72.9K 0.04% 180
2022
Q3 		$294K Hold
2,052
– – 0.04% 157
2022
Q2 		$294K Buy
2,052
+119
+6% +$18.1K 0.03% 190
2022
Q1 		$313K Buy
1,933
+727
+60% +$117K 0.04% 166
2021
Q4 		$207K Buy
+1,206
New +$199K 0.02% 199

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sonora Investment Management Group's VIG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.1% in Q3 2025, selling an estimated $93.7K and leaving 4,474 shares worth $965K. The position accounts for 0.07% of the portfolio, ranked #131.

Sonora Investment Management Group first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2025. 2,331 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Sonora Investment Management Group held 4,474 shares of Vanguard Dividend Appreciation ETF worth $965K as of Q3 2025.
  • Sonora Investment Management Group sold 446 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $93.7K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Sonora Investment Management Group's portfolio in Q3 2025, its #131 holding.
  • Sonora Investment Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Vanguard Dividend Appreciation ETF position peaked at $1.03M in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.