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Cutter & Co Brokerage’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cutter & Co Brokerage’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
-2,424
Closed -$470K – 165
2025
Q1 		$470K Buy
+2,424
New +$482K 0.11% 98
2024
Q4 		– Sell
-2,489
Closed -$493K – 231
2024
Q3 		$493K Sell
2,489
-244
-9% -$46.5K 0.11% 98
2024
Q2 		$499K Hold
2,733
– – 0.12% 97
2024
Q1 		$499K Buy
2,733
+904
+49% +$159K 0.12% 97
2023
Q4 		$312K Sell
1,829
-181
-9% -$29.1K 0.09% 133
2023
Q3 		$312K Sell
2,010
-7
-0.3% -$1.14K 0.09% 130
2023
Q2 		$328K Hold
2,017
– – 0.1% 130
2023
Q1 		$311K Sell
2,017
-80
-4% -$12.3K 0.1% 144
2022
Q4 		$318K Buy
2,097
+21
+1% +$3.13K 0.11% 141
2022
Q3 		$281K Buy
2,076
+1
+0% +$149 0.1% 152
2022
Q2 		$298K Buy
2,075
+1
+0% +$152 0.1% 163
2022
Q1 		$336K Buy
2,074
+2
+0.1% +$323 0.1% 153
2021
Q4 		$356K Sell
2,072
-99
-5% -$16.3K 0.1% 168
2021
Q3 		$334K Buy
2,171
+1
+0% +$159 0.08% 197
2021
Q2 		$336K Buy
2,170
+2
+0.1% +$307 0.08% 200
2021
Q1 		$319K Buy
2,168
+333
+18% +$47.4K 0.08% 203
2020
Q4 		$259K Buy
1,835
+4
+0.2% +$542 0.07% 215
2020
Q3 		$236K Sell
1,831
-205
-10% -$25.8K 0.07% 198
2020
Q2 		$239K Sell
2,036
-517
-20% -$58.9K 0.08% 179
2020
Q1 		$264K Buy
2,553
+403
+19% +$48.1K 0.1% 160
2019
Q4 		$268K Buy
+2,150
New +$260K 0.09% 188
2018
Q4 		– Sell
-1,981
Closed -$219K – 292
2018
Q3 		$219K Buy
+1,981
New +$213K 0.07% 239

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cutter & Co Brokerage's VIG Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 2,424 shares — an estimated $470K sold.

Cutter & Co Brokerage first reported a position in VIG in Q3 2018 and held it in 22 quarters. The position peaked at $499K in Q1 2024. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 2,424 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $470K.
  • Cutter & Co Brokerage first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and held it in 22 quarters.
  • Cutter & Co Brokerage's Vanguard Dividend Appreciation ETF position peaked at $499K in Q1 2024.
  • 2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.