Baker Tilly Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baker Tilly Wealth Management’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	–	Sell	-1,226	Closed	-$238K	–	248
2025 Q1	$238K	Sell	1,226 -11,962	-91%	-$2.38M	0.09%	213
2024 Q4	$2.58M	Buy	+13,188	New	+$2.63M	1.01%	21
2024 Q1	–	Sell	-1,826	Closed	-$311K	–	472
2023 Q4	$311K	Buy	+1,826	New	+$294K	0.05%	380
2023 Q1	–	Sell	-3,813	Closed	-$579K	–	577
2022 Q4	$579K	Buy	3,813 +908	+31%	+$135K	0.07%	288
2022 Q3	$393K	Sell	2,905 -150	-5%	-$22.3K	0.05%	357
2022 Q2	$438K	Sell	3,055 -1,702	-36%	-$259K	0.06%	340
2022 Q1	$771K	Sell	4,757 -497	-9%	-$80.2K	0.09%	237
2021 Q4	$902K	Buy	+5,254	New	+$866K	0.1%	227
2021 Q3	–	Sell	-2,517	Closed	-$390K	–	522
2021 Q2	$390K	Buy	+2,517	New	+$386K	0.06%	338

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

Baker Tilly Wealth Management's VIG Position: Q2 2025 in Review

Baker Tilly Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,226 shares — an estimated $238K sold.

Baker Tilly Wealth Management first reported a position in VIG in Q2 2021 and held it in 9 quarters. The position peaked at $2.58M in Q4 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Baker Tilly Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,226 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $238K.
Baker Tilly Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and held it in 9 quarters.
Baker Tilly Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.58M in Q4 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.