Consolidated Portfolio Review Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-21,401	Closed	-$4.62M	–	404
2025 Q3	$4.62M	Sell	21,401 -51	-0.2%	-$10.7K	0.58%	39
2025 Q2	$4.39M	Buy	21,452 +560	+3%	+$109K	0.61%	39
2025 Q1	$4.05M	Buy	20,892 +332	+2%	+$66K	0.65%	36
2024 Q4	$4.03M	Buy	20,560 +11,503	+127%	+$2.3M	0.64%	32
2024 Q3	$1.79M	Buy	9,057 +136	+2%	+$25.9K	0.4%	62
2024 Q2	$1.63M	Buy	8,921 +95	+1%	+$17.1K	0.38%	68
2024 Q1	$1.61M	Buy	8,826 +41	+0.5%	+$7.2K	0.42%	66
2023 Q4	$1.5M	Buy	8,785 +330	+4%	+$53.1K	0.34%	78
2023 Q3	$1.31M	Buy	8,455 +522	+7%	+$84.6K	0.32%	85
2023 Q2	$1.29M	Buy	7,933 +20	+0.3%	+$3.13K	0.31%	89
2023 Q1	$1.22M	Buy	+7,913	New	+$1.21M	0.33%	80

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 $17.8B AUM 24.16% 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

Consolidated Portfolio Review Corp's VIG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 21,401 shares — an estimated $4.62M sold.

Consolidated Portfolio Review Corp first reported a position in VIG in Q1 2023 and held it in 11 quarters. The position peaked at $4.62M in Q3 2025. 2,517 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 21,401 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $4.62M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Dividend Appreciation ETF position peaked at $4.62M in Q3 2025.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.