Clearview Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clearview Wealth Advisors’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 Q4	$313K	Buy	1,425 +129	+10%	+$28.2K	0.2%	83
2025 Q3	$280K	Sell	1,296 -6	-0.5%	-$1.26K	0.18%	90
2025 Q2	$266K	Sell	1,302 -8	-0.6%	-$1.55K	0.19%	92
2025 Q1	$254K	Sell	1,310 -21	-2%	-$4.18K	0.19%	91
2024 Q4	$261K	Buy	1,331 +22	+2%	+$4.39K	0.2%	84
2024 Q3	$259K	Sell	1,309 -127	-9%	-$24.2K	0.2%	85
2024 Q2	$262K	Sell	1,436 -60	-4%	-$10.8K	0.23%	84
2024 Q1	$273K	Sell	1,496 -512	-25%	-$89.9K	0.28%	90
2023 Q4	$342K	Sell	2,008 -26	-1%	-$4.18K	0.4%	82
2023 Q3	$316K	Sell	2,034 -281	-12%	-$45.5K	0.39%	85
2023 Q2	$376K	Sell	2,315 -64	-3%	-$10K	0.38%	74
2023 Q1	$366K	Sell	2,379 -6,763	-74%	-$1.04M	0.37%	79
2022 Q4	$1.39M	Buy	9,142 +8,059	+744%	+$1.2M	1.07%	19
2022 Q3	$146K	Hold	1,083	–	–	0.12%	92
2022 Q2	$155K	Sell	1,083 -32	-3%	-$4.87K	0.12%	93
2022 Q1	$181K	Sell	1,115 -1,232	-52%	-$199K	0.12%	90
2021 Q4	$403K	Buy	2,347 +246	+12%	+$40.5K	0.25%	83
2021 Q3	$323K	Sell	2,101 -755	-26%	-$120K	0.2%	93
2021 Q2	$442K	Sell	2,856 -21	-0.7%	-$3.22K	0.27%	75
2021 Q1	$423K	Sell	2,877 -27	-0.9%	-$3.84K	0.27%	74
2020 Q4	$410K	Buy	+2,904	New	+$394K	0.28%	71

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

Clearview Wealth Advisors's VIG Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q4 2025, buying an estimated $28.2K and bringing the position to 1,425 shares worth $313K. The position accounts for 0.2% of the portfolio, ranked #83.

Clearview Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.39M in Q4 2022. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Clearview Wealth Advisors held 1,425 shares of Vanguard Dividend Appreciation ETF worth $313K as of Q4 2025.
Clearview Wealth Advisors bought 129 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $28.2K.
Vanguard Dividend Appreciation ETF made up 0.2% of Clearview Wealth Advisors's portfolio in Q4 2025, its #83 holding.
Clearview Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q4 2022.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.