Apexium Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Apexium Financial’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	$2.79M	Sell	12,898 -1,403	-10%	-$295K	0.14%	74
2025 Q2	$2.94M	Sell	14,301 -2,655	-16%	-$515K	0.16%	70
2025 Q1	$3.29M	Buy	16,956 +6,499	+62%	+$1.29M	0.2%	57
2024 Q4	$2.05M	Buy	10,457 +8,009	+327%	+$1.6M	0.12%	76
2024 Q3	$486K	Buy	2,448 +2	+0.1%	+$381	0.03%	144
2024 Q2	$448K	Buy	2,446 +32	+1%	+$5.76K	0.03%	143
2024 Q1	$441K	Sell	2,414 -413	-15%	-$72.6K	0.03%	154
2023 Q4	$482K	Buy	2,827 +3	+0.1%	+$483	0.03%	173
2023 Q3	$441K	Sell	2,824 -46	-2%	-$7.46K	0.04%	138
2023 Q2	$468K	Hold	2,870	–	–	0.04%	137
2023 Q1	$442K	Buy	+2,870	New	+$440K	0.04%	139

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

Apexium Financial's VIG Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.8% in Q3 2025, selling an estimated $295K and leaving 12,898 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #74.

Apexium Financial first reported a position in VIG in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.29M in Q1 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Apexium Financial held 12,898 shares of Vanguard Dividend Appreciation ETF worth $2.79M as of Q3 2025.
Apexium Financial sold 1,403 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $295K.
Vanguard Dividend Appreciation ETF made up 0.14% of Apexium Financial's portfolio in Q3 2025, its #74 holding.
Apexium Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 11 quarters since.
Apexium Financial's Vanguard Dividend Appreciation ETF position peaked at $3.29M in Q1 2025.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.