Crew Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Crew Capital 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	–	Sell	-1,367	Closed	-$265K	–	159
2025 Q1	$265K	Sell	1,367 -77	-5%	-$15.3K	0.22%	121
2024 Q4	$283K	Buy	+1,444	New	+$288K	0.23%	112
2023 Q2	–	Sell	-1,914	Closed	-$295K	–	95
2023 Q1	$295K	Sell	1,914 -124	-6%	-$19K	0.42%	63
2022 Q4	$310K	Sell	2,038 -3,190	-61%	-$475K	0.44%	62
2022 Q3	$707K	Buy	5,228 +1	+0%	+$149	0.96%	25
2022 Q2	$750K	Buy	5,227 +2,523	+93%	+$384K	0.94%	25
2022 Q1	$438K	Sell	2,704 -526	-16%	-$84.9K	0.42%	56
2021 Q4	$555K	Buy	+3,230	New	+$532K	0.47%	46

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Crew Capital Management's VIG Position: Q2 2025 in Review

Crew Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,367 shares — an estimated $265K sold.

Crew Capital Management first reported a position in VIG in Q4 2021 and held it in 8 quarters. The position peaked at $750K in Q2 2022. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Crew Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Crew Capital Management sold 1,367 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $265K.
Crew Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 8 quarters.
Crew Capital Management's Vanguard Dividend Appreciation ETF position peaked at $750K in Q2 2022.
2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.