Sugar Maple Asset Management
VIG icon

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
Q3 		$3.05M Buy
13,094
+391
+3% +$93.9K 1.74% 16
2026
Q2 		$3.01M Sell
12,703
-422
-3% -$96.9K 1.94% 15
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sugar Maple Asset Management's VIG Position: Q3 2026 in Review

Sugar Maple Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q3 2026, buying an estimated $93.9K and bringing the position to 13,094 shares worth $3.05M. The position accounts for 1.74% of the portfolio, ranked #16.

Sugar Maple Asset Management first reported a position in VIG in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.69M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Sugar Maple Asset Management held 13,094 shares of Vanguard Dividend Appreciation ETF worth $3.05M as of Q3 2026.
  • Sugar Maple Asset Management bought 391 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $93.9K.
  • Vanguard Dividend Appreciation ETF made up 1.74% of Sugar Maple Asset Management's portfolio in Q3 2026, its #16 holding.
  • Sugar Maple Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 11 quarters since.
  • Sugar Maple Asset Management's Vanguard Dividend Appreciation ETF position peaked at $3.69M in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.