Comprehensive Money Management Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Comprehensive Money Management Services’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 Q3	–	Sell	-1,010	Closed	-$207K	–	190
2025 Q2	$207K	Sell	1,010 -380	-27%	-$73.7K	0.16%	174
2025 Q1	$270K	Hold	1,390	–	–	0.22%	145
2024 Q4	$272K	Buy	+1,390	New	+$278K	0.22%	137

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

Comprehensive Money Management Services's VIG Position: Q3 2025 in Review

Comprehensive Money Management Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 1,010 shares — an estimated $207K sold.

Comprehensive Money Management Services first reported a position in VIG in Q4 2024 and held it in 3 quarters. The position peaked at $272K in Q4 2024. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Comprehensive Money Management Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Comprehensive Money Management Services sold 1,010 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $207K.
Comprehensive Money Management Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 3 quarters.
Comprehensive Money Management Services's Vanguard Dividend Appreciation ETF position peaked at $272K in Q4 2024.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Comprehensive Money Management Services's 13F filing for Q3 2025, filed 24 Oct 2025.