Bank Julius Baer & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bank Julius Baer & Co’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	–	Sell	-1,300	Closed	-$281K	–	715
2025 Q3	$281K	Sell	1,300 -700	-35%	-$147K	﹤0.01%	463
2025 Q2	$409K	Buy	+2,000	New	+$388K	﹤0.01%	403
2022 Q1	–	Sell	-3,650	Closed	-$627K	–	806
2021 Q4	$627K	Buy	3,650 +860	+31%	+$142K	﹤0.01%	401
2021 Q3	$429K	Buy	2,790 +1,827	+190%	+$291K	﹤0.01%	448
2021 Q2	$149K	Buy	963 +48	+5%	+$7.37K	﹤0.01%	605
2021 Q1	$135K	Buy	915 +15	+2%	+$2.13K	﹤0.01%	592
2020 Q4	$127K	Hold	900	–	–	﹤0.01%	610
2020 Q3	$116K	Buy	+900	New	+$113K	﹤0.01%	556

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

Bank Julius Baer & Co's VIG Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,300 shares — an estimated $281K sold.

Bank Julius Baer & Co first reported a position in VIG in Q3 2020 and held it in 8 quarters. The position peaked at $627K in Q4 2021. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Bank Julius Baer & Co reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 1,300 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $281K.
Bank Julius Baer & Co first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 8 quarters.
Bank Julius Baer & Co's Vanguard Dividend Appreciation ETF position peaked at $627K in Q4 2021.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.