Brass Tax Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brass Tax Wealth 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	$356K	Buy	1,647 +347	+27%	+$72.9K	0.06%	156
2025 Q2	$266K	Buy	1,300 +115	+10%	+$22.3K	0.05%	182
2025 Q1	$230K	Hold	1,185	–	–	0.05%	193
2024 Q4	$232K	Hold	1,185	–	–	0.05%	185
2024 Q3	$235K	Buy	+1,185	New	+$226K	0.05%	178

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brass Tax Wealth Management's VIG Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 27% in Q3 2025, buying an estimated $72.9K and bringing the position to 1,647 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #156.

Brass Tax Wealth Management first reported a position in VIG in Q3 2024 and has held it in 5 quarters since. 2,331 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Brass Tax Wealth Management held 1,647 shares of Vanguard Dividend Appreciation ETF worth $356K as of Q3 2025.
Brass Tax Wealth Management bought 347 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $72.9K.
Vanguard Dividend Appreciation ETF made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #156 holding.
Brass Tax Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 5 quarters since.
2,331 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.