Citizens Business Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Citizens Business Bank’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	-1,122	Closed	-$218K	–	107
2025 Q1	$218K	Sell	1,122 -1,587	-59%	-$316K	0.05%	99
2024 Q4	$552K	Buy	+2,709	New	+$541K	0.1%	86
2020 Q1	–	Sell	-1,610	Closed	-$201K	–	253
2019 Q4	$201K	Buy	+1,610	New	+$195K	0.03%	229

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

Citizens Business Bank's VIG Position: Q2 2025 in Review

Citizens Business Bank sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,122 shares — an estimated $218K sold.

Citizens Business Bank first reported a position in VIG in Q4 2019 and held it in 3 quarters. The position peaked at $552K in Q4 2024. 2,300 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Citizens Business Bank reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Citizens Business Bank sold 1,122 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $218K.
Citizens Business Bank first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 3 quarters.
Citizens Business Bank's Vanguard Dividend Appreciation ETF position peaked at $552K in Q4 2024.
2,300 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Citizens Business Bank's 13F filing for Q2 2025, filed 29 Jul 2025.