Centricity Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Centricity 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
2025 Q2	$2.78M	Buy	13,569 +919	+7%	+$178K	2.22%	14
2025 Q1	$2.45M	Buy	12,650 +127	+1%	+$25.3K	2.23%	14
2024 Q4	$2.45M	Buy	+12,523	New	+$2.5M	2.29%	13

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Centricity Wealth Management's VIG Position: Q2 2025 in Review

Centricity Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.3% in Q2 2025, buying an estimated $178K and bringing the position to 13,569 shares worth $2.78M. The position accounts for 2.22% of the portfolio, ranked #14.

Centricity Wealth Management first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. 2,298 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Centricity Wealth Management held 13,569 shares of Vanguard Dividend Appreciation ETF worth $2.78M as of Q2 2025.
Centricity Wealth Management bought 919 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $178K.
Vanguard Dividend Appreciation ETF made up 2.22% of Centricity Wealth Management's portfolio in Q2 2025, its #14 holding.
Centricity Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
2,298 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.