Briaud Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Briaud Financial Planning’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	-786	Closed	-$160K	–	334
2025 Q2	$160K	Hold	786	–	–	0.06%	50
2025 Q1	$152K	Hold	786	–	–	0.06%	44
2024 Q4	$153K	Buy	786 +41	+6%	+$8.19K	0.06%	40
2024 Q3	$147K	Hold	745	–	–	0.08%	33
2024 Q2	$135K	Hold	745	–	–	0.08%	32
2024 Q1	$137K	Buy	+745	New	+$131K	0.08%	31
2023 Q4	–	Sell	-745	Closed	-$115K	–	159
2023 Q3	$115K	Buy	+745	New	+$121K	0.09%	33

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

Briaud Financial Planning's VIG Position: Q3 2025 in Review

Briaud Financial Planning sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 786 shares — an estimated $160K sold.

Briaud Financial Planning first reported a position in VIG in Q3 2023 and held it in 7 quarters. The position peaked at $160K in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Briaud Financial Planning reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 786 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $160K.
Briaud Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $160K in Q2 2025.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.