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

Accredited 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	$5.37M	Sell	2,230 -23,000	-91%	-$4.83M	4%	6
2025 Q2	$5.19M	Buy	25,230 +208	+0.8%	+$40.3K	4.2%	6
2025 Q1	$4.85M	Buy	25,022 +2,270	+10%	+$451K	4.1%	6
2024 Q4	$4.46M	Buy	+22,752	New	+$4.54M	3.9%	7

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accredited Wealth Management's VIG Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 91% in Q3 2025, selling an estimated $4.83M and leaving 2,230 shares worth $5.37M. The position accounts for 4% of the portfolio, ranked #6.

Accredited Wealth Management first reported a position in VIG in Q4 2024 and has held it in 4 quarters since. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Accredited Wealth Management held 2,230 shares of Vanguard Dividend Appreciation ETF worth $5.37M as of Q3 2025.
Accredited Wealth Management sold 23,000 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $4.83M.
Vanguard Dividend Appreciation ETF made up 4% of Accredited Wealth Management's portfolio in Q3 2025, its #6 holding.
Accredited Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 4 quarters since.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.