BluePointe Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BluePointe Capital Management’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 Q1	$1.88M	Buy	9,713 +1,635	+20%	+$325K	0.72%	40
2024 Q4	$1.58M	Hold	8,078	–	–	0.91%	33
2024 Q3	$1.61M	Buy	8,078 +54	+0.7%	+$10.3K	1.04%	30
2024 Q2	$1.47M	Hold	8,024	–	–	0.99%	30
2024 Q1	$1.47M	Hold	8,024	–	–	1.01%	33
2023 Q4	$1.37M	Buy	+8,024	New	+$1.29M	1.04%	32

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BluePointe Capital Management's VIG Position: Q1 2025 in Review

BluePointe Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 20% in Q1 2025, buying an estimated $325K and bringing the position to 9,713 shares worth $1.88M. The position accounts for 0.72% of the portfolio, ranked #40.

BluePointe Capital Management first reported a position in VIG in Q4 2023 and has held it in 6 quarters since. 2,291 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

BluePointe Capital Management held 9,713 shares of Vanguard Dividend Appreciation ETF worth $1.88M as of Q1 2025.
BluePointe Capital Management bought 1,635 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $325K.
Vanguard Dividend Appreciation ETF made up 0.72% of BluePointe Capital Management's portfolio in Q1 2025, its #40 holding.
BluePointe Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 6 quarters since.
2,291 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.