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Bristlecone Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bristlecone Advisors’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 		$664K Buy
3,078
+8
+0.3% +$1.68K 0.06% 154
2025
Q2 		$628K Sell
3,070
-2,922
-49% -$566K 0.05% 148
2025
Q1 		$1.16M Buy
5,992
+11
+0.2% +$2.19K 0.1% 142
2024
Q4 		$1.17M Sell
5,981
-161
-3% -$32.1K 0.09% 134
2024
Q3 		$1.22M Sell
6,142
-92
-1% -$17.5K 0.1% 132
2024
Q2 		$1.14M Sell
6,234
-87
-1% -$15.7K 0.1% 134
2024
Q1 		$1.15M Buy
6,321
+9
+0.1% +$1.58K 0.1% 130
2023
Q4 		$1.08M Buy
6,312
+23
+0.4% +$3.7K 0.11% 133
2023
Q3 		$977K Sell
6,289
-2,195
-26% -$356K 0.11% 130
2023
Q2 		$1.38M Hold
8,484
– – 0.14% 114
2023
Q1 		$1.31M Sell
8,484
-769
-8% -$118K 0.14% 118
2022
Q4 		$1.41M Buy
9,253
+1,156
+14% +$172K 0.17% 106
2022
Q3 		$1.09M Sell
8,097
-6,835
-46% -$1.02M 0.14% 113
2022
Q2 		$2.14M Buy
14,932
+52
+0.3% +$7.91K 0.26% 80
2022
Q1 		$2.41M Sell
14,880
-244
-2% -$39.4K 0.3% 79
2021
Q4 		$2.6M Buy
15,124
+1,870
+14% +$308K 0.31% 77
2021
Q3 		$2.04M Buy
13,254
+1,604
+14% +$256K 0.27% 87
2021
Q2 		$1.8M Buy
11,650
+1,169
+11% +$179K 0.24% 91
2021
Q1 		$1.54M Buy
10,481
+24
+0.2% +$3.41K 0.23% 96
2020
Q4 		$1.48M Buy
10,457
+405
+4% +$54.9K 0.23% 92
2020
Q3 		$1.29M Buy
10,052
+219
+2% +$27.6K 0.24% 89
2020
Q2 		$1.15M Buy
9,833
+2,626
+36% +$299K 0.23% 96
2020
Q1 		$745K Sell
7,207
-3,298
-31% -$394K 0.18% 101
2019
Q4 		$1.31M Buy
10,505
+495
+5% +$59.9K 0.26% 88
2019
Q3 		$1.2M Buy
10,010
+3,647
+57% +$430K 0.29% 86
2019
Q2 		$733K Buy
+6,363
New +$714K 0.17% 100
2019
Q1 		– Sell
-13,657
Closed -$1.34M – 126
2018
Q4 		$1.34M Buy
13,657
+2,615
+24% +$273K 0.4% 72
2018
Q3 		$1.22M Buy
11,042
+46
+0.4% +$4.95K 0.31% 81
2018
Q2 		$1.12M Buy
10,996
+34
+0.3% +$3.47K 0.37% 67
2018
Q1 		$1.11M Sell
10,962
-435
-4% -$45.1K 0.37% 70
2017
Q4 		$1.16M Buy
11,397
+45
+0.4% +$4.43K 0.37% 74
2017
Q3 		$1.08M Buy
11,352
+38
+0.3% +$3.54K 0.35% 77
2017
Q2 		$1.05M Buy
11,314
+4,698
+71% +$431K 0.36% 75
2017
Q1 		$595K Buy
6,616
+1,260
+24% +$112K 0.21% 99
2016
Q4 		$456K Sell
5,356
-406
-7% -$34.1K 0.16% 107
2016
Q3 		$484K Sell
5,762
-421
-7% -$35.7K 0.17% 108
2016
Q2 		$515K Buy
6,183
+543
+10% +$44.4K 0.19% 98
2016
Q1 		$458K Sell
5,640
-256
-4% -$19.6K 0.18% 109
2015
Q4 		$458K Buy
+5,896
New +$460K 0.19% 114

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bristlecone Advisors's VIG Position: Q3 2025 in Review

Bristlecone Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.26% in Q3 2025, buying an estimated $1.68K and bringing the position to 3,078 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #154.

Bristlecone Advisors first reported a position in VIG in Q4 2015 and has held it in 39 quarters since. The position peaked at $2.6M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Bristlecone Advisors held 3,078 shares of Vanguard Dividend Appreciation ETF worth $664K as of Q3 2025.
  • Bristlecone Advisors bought 8 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $1.68K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Bristlecone Advisors's portfolio in Q3 2025, its #154 holding.
  • Bristlecone Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 39 quarters since.
  • Bristlecone Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.6M in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.