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

Callahan 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
Q4 		– Sell
-1,011
Closed -$218K – 182
2025
Q3 		$218K Sell
1,011
-127
-11% -$26.7K 0.02% 160
2025
Q2 		$233K Buy
+1,138
New +$221K 0.02% 158
2024
Q2 		– Sell
-1,365
Closed -$249K – 149
2024
Q1 		$249K Sell
1,365
-1,235
-48% -$217K 0.03% 129
2023
Q4 		$443K Hold
2,600
– – 0.05% 111
2023
Q3 		$404K Buy
+2,600
New +$421K 0.05% 116

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

Callahan Advisors's VIG Position: Q4 2025 in Review

Callahan Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,011 shares — an estimated $218K sold.

Callahan Advisors first reported a position in VIG in Q3 2023 and held it in 5 quarters. The position peaked at $443K in Q4 2023. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Callahan Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • Callahan Advisors sold 1,011 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $218K.
  • Callahan Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and held it in 5 quarters.
  • Callahan Advisors's Vanguard Dividend Appreciation ETF position peaked at $443K in Q4 2023.
  • 2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Callahan Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.