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Bison Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bison Wealth’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
2024
Q4 		$210K Buy
1,071
+1
+0.1% +$200 0.05% 296
2024
Q3 		$212K Sell
1,070
-2,581
-71% -$491K 0.03% 387
2024
Q2 		$667K Hold
3,651
– – 0.11% 194
2024
Q1 		$667K Sell
3,651
-1,017
-22% -$179K 0.11% 194
2023
Q4 		$795K Sell
4,668
-200
-4% -$32.2K 0.14% 159
2023
Q3 		$756K Sell
4,868
-21
-0.4% -$3.4K 0.15% 149
2023
Q2 		$794K Buy
4,889
+2,063
+73% +$323K 0.15% 150
2023
Q1 		$439K Sell
2,826
-1,102
-28% -$169K 0.14% 161
2022
Q4 		$605K Sell
3,928
-2,217
-36% -$330K 0.19% 140
2022
Q3 		$830K Buy
6,145
+23
+0.4% +$3.42K 0.33% 98
2022
Q2 		$878K Buy
6,122
+122
+2% +$18.6K 0.5% 56
2022
Q1 		$973K Sell
6,000
-144
-2% -$23.2K 0.5% 52
2021
Q4 		$1.05M Sell
6,144
-7,805
-56% -$1.29M 0.61% 40
2021
Q3 		$2.14M Sell
13,949
-199
-1% -$31.7K 0.98% 18
2021
Q2 		$2.19M Sell
14,148
-586
-4% -$89.9K 0.96% 19
2021
Q1 		$2.17M Sell
14,734
-1,502
-9% -$214K 0.93% 21
2020
Q4 		$2.29M Buy
16,236
+3,475
+27% +$471K 1.07% 17
2020
Q3 		$1.64M Buy
12,761
+912
+8% +$115K 0.96% 22
2020
Q2 		$1.39M Buy
11,849
+350
+3% +$39.8K 0.88% 25
2020
Q1 		$1.19M Buy
11,499
+3,919
+52% +$468K 0.86% 25
2019
Q4 		$945K Buy
7,580
+1,435
+23% +$174K 0.45% 61
2019
Q3 		$735K Buy
6,145
+187
+3% +$22.1K 0.41% 63
2019
Q2 		$686K Sell
5,958
-347
-6% -$38.9K 0.4% 62
2019
Q1 		$691K Buy
6,305
+426
+7% +$44.9K 0.42% 62
2018
Q4 		$576K Buy
5,879
+914
+18% +$95.3K 0.42% 63
2018
Q3 		$550K Buy
4,965
+23
+0.5% +$2.47K 0.36% 85
2018
Q2 		$502K Sell
4,942
-13
-0.3% -$1.32K 0.37% 76
2018
Q1 		$501K Sell
4,955
-1,594
-24% -$165K 0.38% 71
2017
Q4 		$668K Sell
6,549
-93
-1% -$9.16K 0.49% 60
2017
Q3 		$630K Sell
6,642
-216
-3% -$20.2K 0.5% 59
2017
Q2 		$635K Sell
6,858
-86
-1% -$7.89K 0.52% 56
2017
Q1 		$625K Sell
6,944
-163
-2% -$14.4K 0.54% 54
2016
Q4 		$605K Buy
7,107
+419
+6% +$35.2K 0.52% 55
2016
Q3 		$561K Buy
6,688
+404
+6% +$34.2K 0.48% 65
2016
Q2 		$523K Sell
6,284
-100
-2% -$8.17K 0.31% 98
2016
Q1 		$519K Sell
6,384
-506
-7% -$38.8K 0.33% 93
2015
Q4 		$536K Sell
6,890
-558
-7% -$43.5K 0.31% 106
2015
Q3 		$549K Sell
7,448
-778
-9% -$60.3K 0.36% 93
2015
Q2 		$646K Buy
8,226
+943
+13% +$76.4K 0.38% 87
2015
Q1 		$586K Buy
7,283
+237
+3% +$19.2K 0.36% 102
2014
Q4 		$572K Buy
+7,046
New +$557K 0.43% 78

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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

Bison Wealth's VIG Position: Q4 2024 in Review

Bison Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q4 2024, buying an estimated $200 and bringing the position to 1,071 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #296.

Bison Wealth first reported a position in VIG in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.29M in Q4 2020. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Bison Wealth held 1,071 shares of Vanguard Dividend Appreciation ETF worth $210K as of Q4 2024.
  • Bison Wealth bought 1 Vanguard Dividend Appreciation ETF share in Q4 2024, an estimated $200.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #296 holding.
  • Bison Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 41 quarters since.
  • Bison Wealth's Vanguard Dividend Appreciation ETF position peaked at $2.29M in Q4 2020.
  • 2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.