Criterion Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Criterion Capital Advisors’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
2024 Q4	$91.3K	Hold	500	–	–	0.06%	97
2024 Q3	$91.3K	Hold	500	–	–	0.06%	97
2024 Q2	$91.3K	Hold	500	–	–	0.06%	97
2024 Q1	$91.3K	Hold	500	–	–	0.06%	97
2023 Q4	$85.2K	Buy	+500	New	+$80.5K	0.06%	99

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Criterion Capital Advisors's VIG Position: Q4 2024 in Review

Criterion Capital Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2024 at 500 shares worth $91.3K. The position accounts for 0.06% of the portfolio, ranked #97.

Criterion Capital Advisors first reported a position in VIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $91.3K in Q1 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Criterion Capital Advisors held 500 shares of Vanguard Dividend Appreciation ETF worth $91.3K as of Q4 2024.
Criterion Capital Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2024.
Vanguard Dividend Appreciation ETF made up 0.06% of Criterion Capital Advisors's portfolio in Q4 2024, its #97 holding.
Criterion Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 5 quarters since.
Criterion Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $91.3K in Q1 2024.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.