ACAS LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ACAS LLC’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 Q2	$660K	Buy	3,145 +35	+1%	+$6.78K	0.44%	43
2025 Q1	$591K	Sell	3,110 -60	-2%	-$11.9K	0.45%	43
2024 Q4	$646K	Sell	3,170 -203	-6%	-$40.5K	0.48%	40
2024 Q3	$668K	Sell	3,373 -955	-22%	-$182K	0.55%	37
2024 Q2	$821K	Sell	4,328 -426	-9%	-$76.7K	0.72%	34
2024 Q1	$868K	Sell	4,754 -3,813	-45%	-$670K	0.84%	34
2023 Q4	$1.46M	Sell	8,567 -1,912	-18%	-$308K	1.66%	19
2023 Q3	$1.63M	Buy	10,479 +211	+2%	+$34.2K	2.02%	14
2023 Q2	$1.67M	Buy	10,268 +1,040	+11%	+$163K	2.25%	12
2023 Q1	$1.42M	Buy	9,228 +981	+12%	+$150K	2.04%	16
2022 Q4	$1.25M	Buy	+8,247	New	+$1.23M	1.93%	17
2022 Q2	$609K	Buy	3,975 +1,523	+62%	+$232K	0.91%	29
2022 Q1	$398K	Buy	2,452 +704	+40%	+$114K	0.54%	43
2021 Q4	$300K	Hold	1,748	–	–	0.39%	55
2021 Q3	$268K	Buy	1,748 +30	+2%	+$4.78K	0.37%	59
2021 Q2	$266K	Hold	1,718	–	–	0.38%	58
2021 Q1	$253K	Buy	+1,718	New	+$244K	0.4%	60

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

ACAS LLC's VIG Position: Q2 2025 in Review

ACAS LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2025, buying an estimated $6.78K and bringing the position to 3,145 shares worth $660K. The position accounts for 0.44% of the portfolio, ranked #43.

ACAS LLC first reported a position in VIG in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.67M in Q2 2023. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

ACAS LLC held 3,145 shares of Vanguard Dividend Appreciation ETF worth $660K as of Q2 2025.
ACAS LLC bought 35 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $6.78K.
Vanguard Dividend Appreciation ETF made up 0.44% of ACAS LLC's portfolio in Q2 2025, its #43 holding.
ACAS LLC first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 17 quarters since.
ACAS LLC's Vanguard Dividend Appreciation ETF position peaked at $1.67M in Q2 2023.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.