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BTS Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BTS Asset 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
Q4 		– Sell
-1,878
Closed -$405K – 40
2025
Q3 		$405K Sell
1,878
-125
-6% -$26.3K 0.52% 16
2025
Q2 		$410K Sell
2,003
-1,702
-46% -$330K 0.49% 17
2025
Q1 		$719K Buy
3,705
+632
+21% +$126K 0.81% 6
2024
Q4 		$602K Buy
+3,073
New +$614K 0.6% 9
2024
Q3 		– Sell
-1,985
Closed -$364K – 40
2024
Q2 		$364K Sell
1,985
-1,060
-35% -$191K 0.34% 13
2024
Q1 		$555K Sell
3,045
-1,865
-38% -$328K 0.46% 10
2023
Q4 		$838K Sell
4,910
-5,842
-54% -$940K 0.63% 9
2023
Q3 		$1.68M Sell
10,752
-11,812
-52% -$1.91M 1.09% 6
2023
Q2 		$3.67M Buy
22,564
+2,334
+12% +$366K 1.85% 8
2023
Q1 		$3.12M Sell
20,230
-720
-3% -$110K 1.78% 4
2022
Q4 		$3.2M Buy
+20,950
New +$3.12M 1.4% 8
2022
Q3 		– Sell
-31,116
Closed -$4.48M – 44
2022
Q2 		$4.48M Sell
31,116
-2,100
-6% -$320K 10.06% 2
2022
Q1 		$5.46M Buy
+33,216
New +$5.36M 1.67% 5
2020
Q4 		$10.4M Buy
+73,368
New +$9.94M 2.06% 6

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

BTS Asset Management's VIG Position: Q4 2025 in Review

BTS Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,878 shares — an estimated $405K sold.

BTS Asset Management first reported a position in VIG in Q4 2020 and held it in 14 quarters. The position peaked at $10.4M in Q4 2020. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • BTS Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • BTS Asset Management sold 1,878 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $405K.
  • BTS Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 14 quarters.
  • BTS Asset Management's Vanguard Dividend Appreciation ETF position peaked at $10.4M in Q4 2020.
  • 2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on BTS Asset Management's 13F filing for Q4 2025, filed 26 Jan 2026.