Buckingham Capital Management (Ohio)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Buckingham Capital Management (Ohio)’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
2024 Q4	$414K	Buy	+2,114	New	+$422K	0.05%	100

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s VIG Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2024: 2,114 shares worth $414K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings.

2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Buckingham Capital Management (Ohio) held 2,114 shares of Vanguard Dividend Appreciation ETF worth $414K as of Q4 2024.
Vanguard Dividend Appreciation ETF was a new Buckingham Capital Management (Ohio) position in Q4 2024.
Vanguard Dividend Appreciation ETF made up 0.05% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #100 holding.
2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.