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Adero Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Adero Partners’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 		$283K Buy
1,461
+5
+0.3% +$994 0.02% 187
2024
Q4 		$285K Buy
1,456
+54
+4% +$10.8K 0.02% 176
2024
Q3 		$278K Buy
1,402
+60
+4% +$11.4K 0.02% 177
2024
Q2 		$245K Sell
1,342
-1,009
-43% -$182K 0.02% 179
2024
Q1 		$429K Buy
2,351
+334
+17% +$58.7K 0.03% 127
2023
Q4 		$344K Hold
2,017
– – 0.03% 138
2023
Q3 		$313K Sell
2,017
-22
-1% -$3.57K 0.03% 140
2023
Q2 		$331K Sell
2,039
-676
-25% -$106K 0.03% 125
2023
Q1 		$418K Hold
2,715
– – 0.05% 110
2022
Q4 		$412K Buy
2,715
+615
+29% +$91.7K 0.05% 107
2022
Q3 		$301K Sell
2,100
-209
-9% -$31.1K 0.04% 118
2022
Q2 		$331K Sell
2,309
-29
-1% -$4.41K 0.05% 108
2022
Q1 		$379K Hold
2,338
– – 0.06% 113
2021
Q4 		$402K Sell
2,338
-185
-7% -$30.5K 0.07% 117
2021
Q3 		$388K Buy
2,523
+207
+9% +$33K 0.07% 107
2021
Q2 		$358K Buy
2,316
+299
+15% +$45.9K 0.08% 103
2021
Q1 		$297K Hold
2,017
– – 0.13% 93
2020
Q4 		$285K Buy
+2,017
New +$273K 0.24% 60

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Adero Partners's VIG Position: Q1 2025 in Review

Adero Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q1 2025, buying an estimated $994 and bringing the position to 1,461 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #187.

Adero Partners first reported a position in VIG in Q4 2020 and has held it in 18 quarters since. The position peaked at $429K in Q1 2024. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Adero Partners held 1,461 shares of Vanguard Dividend Appreciation ETF worth $283K as of Q1 2025.
  • Adero Partners bought 5 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $994.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #187 holding.
  • Adero Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 18 quarters since.
  • Adero Partners's Vanguard Dividend Appreciation ETF position peaked at $429K in Q1 2024.
  • 2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.