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Abich Financial Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Abich Financial Wealth 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
Q3 		$56.5K Buy
+262
New +$55K 0.02% 300
2024
Q3 		$7.33K Hold
37
– – 0.02% 226
2024
Q2 		$6.75K Buy
+37
New +$6.66K ﹤0.01% 308

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

Abich Financial Wealth Management's VIG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2025: 262 shares worth $56.5K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VIG as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in VIG in Q2 2024 and has held it in 3 quarters since. 2,331 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Abich Financial Wealth Management held 262 shares of Vanguard Dividend Appreciation ETF worth $56.5K as of Q3 2025.
  • Vanguard Dividend Appreciation ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #300 holding.
  • Abich Financial Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.