CSWM
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Cassady Schiller Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cassady Schiller Wealth Management’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 		$81.1K Buy
414
+15
+4% +$3K 0.03% 167
2024
Q3 		$79K Buy
399
+160
+67% +$30.5K 0.03% 174
2024
Q2 		$43.6K Hold
239
– – 0.02% 210
2024
Q1 		$43.6K Sell
239
-50
-17% -$8.78K 0.02% 221
2023
Q4 		$49.2K Hold
289
– – 0.02% 203
2023
Q3 		$44.9K Hold
289
– – 0.02% 204
2023
Q2 		$46.9K Buy
289
+200
+225% +$31.3K 0.03% 202
2023
Q1 		$13.7K Hold
89
– – 0.01% 301
2022
Q4 		$13.5K Buy
+89
New +$13.3K 0.01% 298
2022
Q1 		– Sell
-89
Closed -$15K – 580
2021
Q4 		$15K Buy
+89
New +$14.7K 0.01% 294

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $15.5B AUM 18.35% 1-Year Est. Return

Cassady Schiller Wealth Management's VIG Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q4 2024, buying an estimated $3K and bringing the position to 414 shares worth $81.1K. The position accounts for 0.03% of the portfolio, ranked #167.

Cassady Schiller Wealth Management first reported a position in VIG in Q4 2021 and has held it in 10 quarters since. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Cassady Schiller Wealth Management held 414 shares of Vanguard Dividend Appreciation ETF worth $81.1K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 15 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $3K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #167 holding.
  • Cassady Schiller Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.