Aznar Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aznar Financial Advisors’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	$6.38M	Buy	+29,011	New	+$6.34M	6.13%	8

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aznar Financial Advisors's VIG Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2025: 29,011 shares worth $6.38M. The stake represents 6.13% of the portfolio and ranks #8 among its holdings.

2,528 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Aznar Financial Advisors held 29,011 shares of Vanguard Dividend Appreciation ETF worth $6.38M as of Q4 2025.
Vanguard Dividend Appreciation ETF was a new Aznar Financial Advisors position in Q4 2025.
Vanguard Dividend Appreciation ETF made up 6.13% of Aznar Financial Advisors's portfolio in Q4 2025, its #8 holding.
2,528 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.