3EDGE Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

3EDGE 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
2025 Q1	–	Sell	-550,500	Closed	-$108M	–	104
2024 Q4	$108M	Buy	550,500 +65,762	+14%	+$13.1M	6.65%	4
2024 Q3	$96M	Buy	+484,738	New	+$92.3M	6.81%	7
2019 Q1	–	Sell	-73,288	Closed	-$7.18M	–	21
2018 Q4	$7.18M	Buy	+73,288	New	+$7.64M	0.76%	10

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

3EDGE Asset Management's VIG Position: Q1 2025 in Review

3EDGE Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 550,500 shares — an estimated $108M sold.

3EDGE Asset Management first reported a position in VIG in Q4 2018 and held it in 3 quarters. The position peaked at $108M in Q4 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

3EDGE Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
3EDGE Asset Management sold 550,500 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $108M.
3EDGE Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 3 quarters.
3EDGE Asset Management's Vanguard Dividend Appreciation ETF position peaked at $108M in Q4 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on 3EDGE Asset Management's 13F filing for Q1 2025, filed 1 May 2025.