Benchmark Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Benchmark Investment 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 Q3	$203K	Buy	+943	New	+$198K	0.12%	77
2025 Q1	$349K	Buy	1,797 +2	+0.1%	+$398	0.23%	74
2024 Q4	$351K	Buy	1,795 +4	+0.2%	+$799	0.23%	68
2024 Q3	$355K	Buy	1,791 +39	+2%	+$7.43K	0.25%	65
2024 Q2	$320K	Hold	1,752	–	–	0.23%	72
2024 Q1	$320K	Buy	1,752 +2	+0.1%	+$351	0.25%	72
2023 Q4	$298K	Buy	1,750 +16	+0.9%	+$2.57K	0.28%	69
2023 Q3	$269K	Sell	1,734 -13	-0.7%	-$2.11K	0.27%	72
2023 Q2	$284K	Sell	1,747 -1	-0.1%	-$157	0.26%	77
2023 Q1	$269K	Sell	1,748 -148	-8%	-$22.7K	0.28%	77
2022 Q4	$288K	Buy	1,896 +103	+6%	+$15.4K	0.3%	82
2022 Q3	$242K	Buy	1,793 +37	+2%	+$5.51K	0.26%	84
2022 Q2	$252K	Buy	1,756 +317	+22%	+$48.2K	0.26%	86
2022 Q1	$233K	Buy	1,439 +65	+5%	+$10.5K	0.18%	127
2021 Q4	$236K	Buy	+1,374	New	+$226K	0.19%	91

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

Benchmark Investment Advisors's VIG Position: Q3 2025 in Review

Benchmark Investment Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2025: 943 shares worth $203K. The stake represents 0.12% of the portfolio and ranks #77 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in VIG as recently as Q1 2025.

Benchmark Investment Advisors first reported a position in VIG in Q4 2021 and has held it in 15 quarters since. The position peaked at $355K in Q3 2024. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Benchmark Investment Advisors held 943 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q3 2025.
Vanguard Dividend Appreciation ETF was a new Benchmark Investment Advisors position in Q3 2025.
Vanguard Dividend Appreciation ETF made up 0.12% of Benchmark Investment Advisors's portfolio in Q3 2025, its #77 holding.
Benchmark Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 15 quarters since.
Benchmark Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $355K in Q3 2024.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Benchmark Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.