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Carolinas Wealth Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-78,995
Closed -$15.3M – 916
2025
Q1 		$15.3M Sell
78,995
-4,935
-6% -$981K 3.3% 7
2024
Q4 		$16.4M Sell
83,930
-7,281
-8% -$1.45M 3.23% 7
2024
Q3 		$18.1M Sell
91,211
-4,219
-4% -$803K 3.29% 8
2024
Q2 		$17.5M Sell
95,430
-9,363
-9% -$1.69M 3.38% 8
2024
Q1 		$19.1M Sell
104,793
-16,494
-14% -$2.9M 3.77% 7
2023
Q4 		$20.7M Sell
121,287
-3,465
-3% -$558K 4.5% 5
2023
Q3 		$19.1M Sell
124,752
-35,820
-22% -$5.81M 4.76% 5
2023
Q2 		$26.2M Sell
160,572
-2,879
-2% -$451K 5.2% 2
2023
Q1 		$25.2M Sell
163,451
-18,062
-10% -$2.77M 5.36% 2
2022
Q4 		$27.6M Buy
181,513
+1,822
+1% +$272K 6.24% 1
2022
Q3 		$24.3M Buy
179,691
+2,777
+2% +$413K 6.14% 2
2022
Q2 		$25.4M Buy
176,914
+10,525
+6% +$1.6M 6.3% 1
2022
Q1 		$27M Buy
166,389
+2,189
+1% +$353K 5.96% 1
2021
Q4 		$28.2M Sell
164,200
-5,804
-3% -$957K 6.14% 1
2021
Q3 		$26.1M Buy
170,004
+4,654
+3% +$742K 6.08% 1
2021
Q2 		$25.6M Sell
165,350
-5,099
-3% -$783K 5.63% 1
2021
Q1 		$25.1M Buy
170,449
+10,193
+6% +$1.45M 6.1% 1
2020
Q4 		$22.6M Buy
160,256
+2,682
+2% +$363K 6.08% 1
2020
Q3 		$20.4M Buy
157,574
+6,684
+4% +$841K 6.85% 2
2020
Q2 		$17.8M Buy
150,890
+40,041
+36% +$4.56M 7% 2
2020
Q1 		$11.5M Buy
110,849
+66,052
+147% +$7.88M 6.2% 2
2019
Q4 		$5.57M Buy
+44,797
New +$5.42M 5.8% 4

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $91.8B AUM 38.24% 1-Year Est. Return

Carolinas Wealth Consulting's VIG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 78,995 shares — an estimated $15.3M sold.

Carolinas Wealth Consulting first reported a position in VIG in Q4 2019 and held it in 22 quarters. The position peaked at $28.2M in Q4 2021. 2,298 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 78,995 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $15.3M.
  • Carolinas Wealth Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard Dividend Appreciation ETF position peaked at $28.2M in Q4 2021.
  • 2,298 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.