BCM
VIG icon

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

Boreal 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
Q3 		– Sell
-650
Closed -$134K – 560
2025
Q2 		$134K Buy
+650
New +$126K 0.11% 152

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boreal Capital Management's VIG Position: Q3 2025 in Review

Boreal Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 650 shares — an estimated $134K sold.

Boreal Capital Management first reported a position in VIG in Q2 2025 and held it in 1 quarter. The position peaked at $134K in Q2 2025. 2,338 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Boreal Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • Boreal Capital Management sold 650 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $134K.
  • Boreal Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and held it in 1 quarter.
  • Boreal Capital Management's Vanguard Dividend Appreciation ETF position peaked at $134K in Q2 2025.
  • 2,338 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.