Sugar Maple Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sugar Maple Asset Management’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	$2.82M	Sell	13,125 -1,646	-11%	-$367K	1.71%	14
2025 Q4	$3.25M	Sell	14,771 -282	-2%	-$61.6K	2.18%	14
2025 Q3	$3.25M	Sell	15,053 -2,991	-17%	-$628K	2.32%	12
2025 Q2	$3.69M	Buy	18,044 +1,848	+11%	+$358K	2.88%	10
2025 Q1	$3.14M	Sell	16,196 -170	-1%	-$33.8K	2.47%	14
2024 Q4	$3.21M	Buy	16,366 +2,326	+17%	+$464K	2.44%	15
2024 Q3	$2.78M	Sell	14,040 -2,055	-13%	-$391K	2.42%	12
2024 Q2	$2.94M	Sell	16,095 -843	-5%	-$152K	2.84%	13
2024 Q1	$3.09M	Buy	+16,938	New	+$2.98M	2.98%	12

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

Sugar Maple Asset Management's VIG Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q1 2026, selling an estimated $367K and leaving 13,125 shares worth $2.82M. The position accounts for 1.71% of the portfolio, ranked #14.

Sugar Maple Asset Management first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.69M in Q2 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sugar Maple Asset Management held 13,125 shares of Vanguard Dividend Appreciation ETF worth $2.82M as of Q1 2026.
Sugar Maple Asset Management sold 1,646 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $367K.
Vanguard Dividend Appreciation ETF made up 1.71% of Sugar Maple Asset Management's portfolio in Q1 2026, its #14 holding.
Sugar Maple Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
Sugar Maple Asset Management's Vanguard Dividend Appreciation ETF position peaked at $3.69M in Q2 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.