Avantax Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avantax Advisory Services’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	$37.9M	Buy	185,215 +7,036	+4%	+$1.36M	0.21%	76
2025 Q1	$34.6M	Sell	178,179 -4,642	-3%	-$923K	0.21%	78
2024 Q4	$35.8M	Buy	182,821 +13,877	+8%	+$2.77M	0.22%	65
2024 Q3	$33.5M	Sell	168,944 -4,408	-3%	-$839K	0.22%	69
2024 Q2	$31.6M	Buy	173,352 +16,541	+11%	+$2.98M	0.23%	65
2024 Q1	$28.6M	Buy	156,811 +13,176	+9%	+$2.31M	0.25%	57
2023 Q4	$24.5M	Buy	143,635 +12,114	+9%	+$1.95M	0.24%	57
2023 Q3	$20.4M	Sell	131,521 -661	-0.5%	-$107K	0.23%	68
2023 Q2	$21.5M	Buy	132,182 +5,522	+4%	+$865K	0.25%	66
2023 Q1	$19.5M	Buy	126,660 +3,523	+3%	+$540K	0.24%	67
2022 Q4	$18.7M	Buy	123,137 +7,185	+6%	+$1.07M	0.25%	58
2022 Q3	$15.7M	Buy	115,952 +4,378	+4%	+$651K	0.24%	63
2022 Q2	$16M	Buy	111,574 +8,143	+8%	+$1.24M	0.24%	64
2022 Q1	$16.8M	Buy	103,431 +20,884	+25%	+$3.37M	0.23%	69
2021 Q4	$14.2M	Buy	82,547 +660	+0.8%	+$109K	0.21%	79
2021 Q3	$12.6M	Buy	81,887 +4,762	+6%	+$759K	0.21%	74
2021 Q2	$12M	Buy	77,125 +2,361	+3%	+$362K	0.22%	76
2021 Q1	$11M	Buy	74,764 +3,652	+5%	+$520K	0.24%	76
2020 Q4	$10M	Sell	71,112 -127,313	-64%	-$17.3M	0.24%	69
2020 Q3	$25.5M	Buy	198,425 +122,531	+161%	+$15.4M	0.41%	42
2020 Q2	$8.89M	Buy	75,894 +1,801	+2%	+$205K	0.26%	65
2020 Q1	$7.67M	Sell	74,093 -22,305	-23%	-$2.66M	0.23%	71
2019 Q4	$12M	Buy	96,398 +29,073	+43%	+$3.52M	0.28%	55
2019 Q3	$8.06M	Buy	67,325 +3,068	+5%	+$362K	0.33%	41
2019 Q2	$7.4M	Buy	64,257 +14,796	+30%	+$1.66M	0.33%	42
2019 Q1	$5.42M	Buy	49,461 +7,518	+18%	+$792K	0.29%	42
2018 Q4	$4.11M	Buy	+41,943	New	+$4.37M	0.69%	35

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

Avantax Advisory Services's VIG Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.9% in Q2 2025, buying an estimated $1.36M and bringing the position to 185,215 shares worth $37.9M. The position accounts for 0.21% of the portfolio, ranked #76.

Avantax Advisory Services first reported a position in VIG in Q4 2018 and has held it in 27 quarters since. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Avantax Advisory Services held 185,215 shares of Vanguard Dividend Appreciation ETF worth $37.9M as of Q2 2025.
Avantax Advisory Services bought 7,036 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $1.36M.
Vanguard Dividend Appreciation ETF made up 0.21% of Avantax Advisory Services's portfolio in Q2 2025, its #76 holding.
Avantax Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 27 quarters since.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.