Austin Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Austin Private Wealth’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 Q4	$1.41M	Sell	6,410 -23	-0.4%	-$5.03K	0.1%	89
2025 Q3	$1.39M	Sell	6,433 -16	-0.2%	-$3.36K	0.11%	95
2025 Q2	$1.32M	Sell	6,449 -494	-7%	-$95.7K	0.1%	99
2025 Q1	$1.35M	Sell	6,943 -376	-5%	-$74.8K	0.12%	87
2024 Q4	$1.43M	Sell	7,319 -58	-0.8%	-$11.6K	0.13%	65
2024 Q3	$1.46M	Sell	7,377 -2	-0%	-$381	0.14%	55
2024 Q2	$1.35M	Sell	7,379 -117	-2%	-$21.1K	0.15%	61
2024 Q1	$1.35M	Sell	7,496 -222	-3%	-$39K	0.16%	60
2023 Q4	$1.32M	Sell	7,718 -438	-5%	-$70.5K	0.17%	55
2023 Q3	$1.27M	Sell	8,156 -502	-6%	-$81.4K	0.18%	50
2023 Q2	$1.41M	Sell	8,658 -53	-0.6%	-$8.3K	0.2%	44
2023 Q1	$1.34M	Buy	8,711 +109	+1%	+$16.7K	0.21%	42
2022 Q4	$1.31M	Sell	8,602 -4,269	-33%	-$636K	0.23%	46
2022 Q3	$1.74M	Hold	12,871	–	–	0.37%	35
2022 Q2	$1.85M	Buy	12,871 +41	+0.3%	+$6.24K	0.41%	34
2022 Q1	$2.08M	Sell	12,830 -26	-0.2%	-$4.2K	0.42%	32
2021 Q4	$2.21M	Buy	12,856 +208	+2%	+$34.3K	0.44%	33
2021 Q3	$1.94M	Sell	12,648 -21	-0.2%	-$3.35K	0.41%	35
2021 Q2	$1.96M	Buy	12,669 +143	+1%	+$21.9K	0.45%	30
2021 Q1	$1.84M	Sell	12,526 -1,044	-8%	-$149K	0.48%	30
2020 Q4	$1.92M	Buy	13,570 +834	+7%	+$113K	0.55%	27
2020 Q3	$1.64M	Sell	12,736 -2,898	-19%	-$365K	0.61%	27
2020 Q2	$1.83M	Sell	15,634 -634	-4%	-$72.2K	0.8%	18
2020 Q1	$1.68M	Buy	16,268 +6,604	+68%	+$788K	1.01%	17
2019 Q4	$1.21M	Buy	+9,664	New	+$1.17M	0.63%	23

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

Austin Private Wealth's VIG Position: Q4 2025 in Review

Austin Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.36% in Q4 2025, selling an estimated $5.03K and leaving 6,410 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #89.

Austin Private Wealth first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.21M in Q4 2021. 2,517 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Austin Private Wealth held 6,410 shares of Vanguard Dividend Appreciation ETF worth $1.41M as of Q4 2025.
Austin Private Wealth sold 23 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $5.03K.
Vanguard Dividend Appreciation ETF made up 0.1% of Austin Private Wealth's portfolio in Q4 2025, its #89 holding.
Austin Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
Austin Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $2.21M in Q4 2021.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.