Congress Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Congress Wealth Management’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 Q2	$70.8M	Buy	346,053 +10,561	+3%	+$2.05M	0.69%	22
2025 Q1	$65.1M	Buy	335,492 +5,353	+2%	+$1.06M	0.78%	19
2024 Q4	$64.7M	Buy	330,139 +1,336	+0.4%	+$267K	0.89%	17
2024 Q3	$65.1M	Buy	328,803 +325,868	+11,103%	+$62M	0.87%	17
2024 Q2	$536K	Buy	2,935 +560	+24%	+$101K	0.01%	527
2024 Q1	$434K	Sell	2,375 -2,324	-49%	-$408K	0.01%	461
2023 Q4	$801K	Buy	4,699 +441	+10%	+$71K	0.01%	408
2023 Q3	$662K	Buy	4,258 +1,276	+43%	+$207K	0.01%	414
2023 Q2	$484K	Sell	2,982 -167	-5%	-$26.2K	0.01%	417
2023 Q1	$485K	Sell	3,149 -5,135	-62%	-$787K	0.01%	419
2022 Q4	$1.26M	Buy	8,284 +4,925	+147%	+$734K	0.03%	314
2022 Q3	$453K	Hold	3,359	–	–	0.01%	420
2022 Q2	$482K	Buy	3,359 +29	+0.9%	+$4.41K	0.01%	415
2022 Q1	$541K	Sell	3,330 -1,730	-34%	-$279K	0.01%	437
2021 Q4	$868K	Buy	+5,060	New	+$834K	0.02%	391

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Congress Wealth Management's VIG Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q2 2025, buying an estimated $2.05M and bringing the position to 346,053 shares worth $70.8M. The position accounts for 0.69% of the portfolio, ranked #22.

Congress Wealth Management first reported a position in VIG in Q4 2021 and has held it in 15 quarters since. 2,298 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Congress Wealth Management held 346,053 shares of Vanguard Dividend Appreciation ETF worth $70.8M as of Q2 2025.
Congress Wealth Management bought 10,561 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $2.05M.
Vanguard Dividend Appreciation ETF made up 0.69% of Congress Wealth Management's portfolio in Q2 2025, its #22 holding.
Congress Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 15 quarters since.
2,298 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.