Compass Investment Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Compass Investment Advisers’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	$4.33M	Buy	+22,110	New	+$4.41M	12.57%	2

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Investment Advisers's VIG Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2024: 22,110 shares worth $4.33M. The stake represents 12.57% of the portfolio and ranks #2 among its holdings.

2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Compass Investment Advisers held 22,110 shares of Vanguard Dividend Appreciation ETF worth $4.33M as of Q4 2024.
Vanguard Dividend Appreciation ETF was a new Compass Investment Advisers position in Q4 2024.
Vanguard Dividend Appreciation ETF made up 12.57% of Compass Investment Advisers's portfolio in Q4 2024, its #2 holding.
2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.