Blue Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blue Investment Partners’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	$202K	Buy	+989	New	+$192K	0.07%	52

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

Blue Investment Partners's VIG Position: Q2 2025 in Review

Blue Investment Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2025: 989 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #52 among its holdings.

2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Blue Investment Partners held 989 shares of Vanguard Dividend Appreciation ETF worth $202K as of Q2 2025.
Vanguard Dividend Appreciation ETF was a new Blue Investment Partners position in Q2 2025.
Vanguard Dividend Appreciation ETF made up 0.07% of Blue Investment Partners's portfolio in Q2 2025, its #52 holding.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.