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Concord Asset Management (Virginia)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Concord Asset Management (Virginia)’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
-1,307
Closed -$268K – 195
2025
Q2 		$268K Buy
+1,307
New +$253K 0.04% 178

Other funds holding VIG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concord Asset Management (Virginia)'s VIG Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 1,307 shares — an estimated $268K sold.

Concord Asset Management (Virginia) first reported a position in VIG in Q2 2025 and held it in 1 quarter. The position peaked at $268K in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 1,307 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $268K.
  • Concord Asset Management (Virginia) first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Vanguard Dividend Appreciation ETF position peaked at $268K in Q2 2025.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.