Coho Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Coho Partners’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 Q1	–	Sell	-4,356	Closed	-$853K	–	40
2024 Q4	$853K	Buy	+4,356	New	+$870K	0.04%	36
2024 Q2	–	Sell	-7,509	Closed	-$1.37M	–	78
2024 Q1	$1.37M	Sell	7,509 -3,717	-33%	-$653K	0.03%	35
2023 Q4	$1.91M	Buy	11,226 +6,482	+137%	+$1.04M	0.04%	40
2023 Q3	$737K	Buy	+4,744	New	+$769K	0.02%	48
2022 Q3	–	Sell	-1,679	Closed	-$241K	–	71
2022 Q2	$241K	Buy	+1,679	New	+$256K	﹤0.01%	67
2022 Q1	–	Sell	-4,325	Closed	-$743K	–	85
2021 Q4	$743K	Buy	+4,325	New	+$713K	0.01%	55
2019 Q4	–	Sell	-6,830	Closed	-$817K	–	69
2019 Q3	$817K	Buy	+6,830	New	+$806K	0.02%	41
2019 Q1	–	Sell	-301,760	Closed	-$29.6M	–	57
2018 Q4	$29.6M	Buy	+301,760	New	+$31.5M	0.75%	30
2017 Q1	–	Sell	-22,373	Closed	-$1.91M	–	61
2016 Q4	$1.91M	Buy	+22,373	New	+$1.88M	0.07%	32

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Coho Partners's VIG Position: Q1 2025 in Review

Coho Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 4,356 shares — an estimated $853K sold.

Coho Partners first reported a position in VIG in Q4 2016 and held it in 9 quarters. The position peaked at $29.6M in Q4 2018. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Coho Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Coho Partners sold 4,356 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $853K.
Coho Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 9 quarters.
Coho Partners's Vanguard Dividend Appreciation ETF position peaked at $29.6M in Q4 2018.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Coho Partners's 13F filing for Q1 2025, filed 22 Apr 2025.