Better Money Decisions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Better Money Decisions’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	$680K	Hold	3,323	–	–	0.41%	41
2025 Q1	$645K	Buy	3,323 +16	+0.5%	+$3.18K	0.43%	38
2024 Q4	$648K	Sell	3,307 -145	-4%	-$28.9K	0.45%	40
2024 Q3	$684K	Buy	3,452 +32	+0.9%	+$6.09K	0.48%	34
2024 Q2	$624K	Sell	3,420 -491	-13%	-$88.4K	0.47%	35
2024 Q1	$714K	Sell	3,911 -989	-20%	-$174K	0.57%	30
2023 Q4	$835K	Sell	4,900 -70	-1%	-$11.3K	0.69%	28
2023 Q3	$772K	Sell	4,970 -1,433	-22%	-$232K	0.68%	27
2023 Q2	$1.04M	Buy	6,403 +277	+5%	+$43.4K	0.85%	23
2023 Q1	$943K	Buy	6,126 +185	+3%	+$28.3K	0.8%	22
2022 Q4	$902K	Buy	5,941 +84	+1%	+$12.5K	0.78%	28
2022 Q3	$792K	Buy	5,857 +81	+1%	+$12.1K	0.77%	27
2022 Q2	$829K	Buy	5,776 +565	+11%	+$86K	0.7%	27
2022 Q1	$845K	Sell	5,211 -140	-3%	-$22.6K	0.79%	25
2021 Q4	$919K	Sell	5,351 -846	-14%	-$139K	0.77%	26
2021 Q3	$952K	Buy	6,197 +412	+7%	+$65.7K	0.78%	26
2021 Q2	$896K	Buy	5,785 +1,779	+44%	+$273K	0.8%	23
2021 Q1	$589K	Buy	+4,006	New	+$570K	0.61%	27

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 $17.8B AUM 24.16% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Better Money Decisions's VIG Position: Q2 2025 in Review

Better Money Decisions held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2025 at 3,323 shares worth $680K. The position accounts for 0.41% of the portfolio, ranked #41.

Better Money Decisions first reported a position in VIG in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q2 2023. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Better Money Decisions held 3,323 shares of Vanguard Dividend Appreciation ETF worth $680K as of Q2 2025.
Better Money Decisions left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2025.
Vanguard Dividend Appreciation ETF made up 0.41% of Better Money Decisions's portfolio in Q2 2025, its #41 holding.
Better Money Decisions first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 18 quarters since.
Better Money Decisions's Vanguard Dividend Appreciation ETF position peaked at $1.04M in Q2 2023.
2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.