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Davies Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Davies Financial 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
2025
Q4 		– Sell
-1,493
Closed -$322K – 60
2025
Q3 		$322K Sell
1,493
-2,180
-59% -$458K 0.26% 55
2025
Q2 		$752K Hold
3,673
– – 0.58% 35
2025
Q1 		$712K Buy
3,673
+1,456
+66% +$290K 0.61% 36
2024
Q4 		$434K Buy
2,217
+17
+0.8% +$3.39K 0.37% 46
2024
Q3 		$436K Buy
2,200
+59
+3% +$11.2K 0.38% 50
2024
Q2 		$391K Buy
2,141
+418
+24% +$75.2K 0.36% 50
2024
Q1 		$315K Buy
+1,723
New +$303K 0.32% 46

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Davies Financial Advisors's VIG Position: Q4 2025 in Review

Davies Financial Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,493 shares — an estimated $322K sold.

Davies Financial Advisors first reported a position in VIG in Q1 2024 and held it in 7 quarters. The position peaked at $752K in Q2 2025. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Davies Financial Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 1,493 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $322K.
  • Davies Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 7 quarters.
  • Davies Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $752K in Q2 2025.
  • 2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.