BFM
VIGI icon

Boston Financial Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Boston Financial Management’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$22.2M Buy
276,929
+1,933
+0.7% +$162K 0.67% 47
2024
Q3 		$24.3M Sell
274,996
-732
-0.3% -$62.1K 0.72% 46
2024
Q2 		$22.4M Sell
275,728
-53,187
-16% -$4.27M 0.71% 45
2024
Q1 		$26.8M Buy
328,915
+4,295
+1% +$344K 0.85% 37
2023
Q4 		$25.8M Sell
324,620
-360
-0.1% -$26.5K 0.87% 36
2023
Q3 		$23.2M Buy
324,980
+4,234
+1% +$315K 0.87% 35
2023
Q2 		$24.1M Buy
320,746
+14,689
+5% +$1.11M 0.87% 34
2023
Q1 		$22.6M Buy
306,057
+32,213
+12% +$2.33M 0.88% 35
2022
Q4 		$19.1M Buy
273,844
+12,641
+5% +$852K 0.77% 41
2022
Q3 		$16.2M Buy
261,203
+13,892
+6% +$949K 0.7% 41
2022
Q2 		$17M Sell
247,311
-739
-0.3% -$54.2K 0.73% 42
2022
Q1 		$19.6M Sell
248,050
-32,760
-12% -$2.61M 0.74% 40
2021
Q4 		$24M Buy
280,810
+10,179
+4% +$904K 0.87% 37
2021
Q3 		$23.6M Sell
270,631
-51,113
-16% -$4.57M 0.96% 38
2021
Q2 		$28.1M Sell
321,744
-55,186
-15% -$4.77M 1.14% 34
2021
Q1 		$31.2M Buy
376,930
+10,055
+3% +$838K 1.37% 27
2020
Q4 		$29.9M Buy
366,875
+28,355
+8% +$2.18M 1.36% 24
2020
Q3 		$24.4M Buy
338,520
+21,870
+7% +$1.56M 1.19% 30
2020
Q2 		$21.2M Buy
316,650
+40,520
+15% +$2.57M 1.14% 29
2020
Q1 		$16.1M Buy
+276,130
New +$18.7M 1.03% 31

Other funds holding VIGI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Financial Management's VIGI Position: Q4 2024 in Review

Boston Financial Management increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 0.7% in Q4 2024, buying an estimated $162K and bringing the position to 276,929 shares worth $22.2M. The position accounts for 0.67% of the portfolio, ranked #47.

Boston Financial Management first reported a position in VIGI in Q1 2020 and has held it in 20 quarters since. The position peaked at $31.2M in Q1 2021. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

  • Boston Financial Management held 276,929 shares of Vanguard International Dividend Appreciation ETF worth $22.2M as of Q4 2024.
  • Boston Financial Management bought 1,933 Vanguard International Dividend Appreciation ETF shares in Q4 2024, an estimated $162K.
  • Vanguard International Dividend Appreciation ETF made up 0.67% of Boston Financial Management's portfolio in Q4 2024, its #47 holding.
  • Boston Financial Management first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and has held it in 20 quarters since.
  • Boston Financial Management's Vanguard International Dividend Appreciation ETF position peaked at $31.2M in Q1 2021.
  • 491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.