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Buffington Mohr McNeal’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Buffington Mohr McNeal’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
Q1 		– Sell
-2,117
Closed -$415K – 138
2024
Q4 		$415K Sell
2,117
-81
-4% -$16.2K 0.07% 97
2024
Q3 		$435K Sell
2,198
-20
-0.9% -$3.81K 0.07% 99
2024
Q2 		$405K Sell
2,218
-44
-2% -$7.92K 0.07% 96
2024
Q1 		$413K Sell
2,262
-176
-7% -$30.9K 0.07% 100
2023
Q4 		$415K Sell
2,438
-46
-2% -$7.4K 0.08% 96
2023
Q3 		$386K Sell
2,484
-92
-4% -$14.9K 0.09% 99
2023
Q2 		$418K Sell
2,576
-82
-3% -$12.8K 0.09% 93
2023
Q1 		$409K Hold
2,658
– – 0.09% 98
2022
Q4 		$404K Buy
2,658
+1,111
+72% +$166K 0.09% 99
2022
Q3 		$209K Buy
+1,547
New +$230K 0.05% 119
2022
Q2 		– Sell
-1,268
Closed -$206K – 127
2022
Q1 		$206K Hold
1,268
– – 0.04% 122
2021
Q4 		$218K Buy
+1,268
New +$209K 0.04% 130
2019
Q2 		– Sell
-1,681
Closed -$184K – 319
2019
Q1 		$184K Buy
+1,681
New +$177K 0.06% 121
2017
Q1 		– Sell
-1,371
Closed -$117K – 134
2016
Q4 		$117K Buy
+1,371
New +$115K 0.04% 153

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Buffington Mohr McNeal's VIG Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 2,117 shares — an estimated $415K sold.

Buffington Mohr McNeal first reported a position in VIG in Q4 2016 and held it in 14 quarters. The position peaked at $435K in Q3 2024. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Buffington Mohr McNeal reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Buffington Mohr McNeal sold 2,117 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $415K.
  • Buffington Mohr McNeal first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 14 quarters.
  • Buffington Mohr McNeal's Vanguard Dividend Appreciation ETF position peaked at $435K in Q3 2024.
  • 2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.