Carmel Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Carmel Capital Partners’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	–	Sell	-1,149	Closed	-$235K	–	156
2025 Q2	$235K	Buy	+1,149	New	+$223K	0.08%	135
2023 Q4	–	Sell	-359	Closed	-$55.8K	–	677
2023 Q3	$55.8K	Hold	359	–	–	0.03%	234
2023 Q2	$58.3K	Sell	359 -134	-27%	-$21K	0.03%	200
2023 Q1	$75.9K	Buy	+493	New	+$75.5K	0.04%	216

Other funds holding VIG

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmel Capital Partners's VIG Position: Q3 2025 in Review

Carmel Capital Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 1,149 shares — an estimated $235K sold.

Carmel Capital Partners first reported a position in VIG in Q1 2023 and held it in 4 quarters. The position peaked at $235K in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Carmel Capital Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 1,149 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $235K.
Carmel Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 4 quarters.
Carmel Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $235K in Q2 2025.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.