Delta Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Delta Financial Group’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 Q1	$421K	Buy	2,143 +3	+0.1%	+$597	0.1%	152
2024 Q4	$419K	Buy	+2,140	New	+$427K	0.1%	147
2024 Q2	–	Sell	-1,713	Closed	-$313K	–	232
2024 Q1	$313K	Buy	1,713 +5	+0.3%	+$878	0.09%	171
2023 Q4	$291K	Buy	1,708 +24	+1%	+$3.86K	0.09%	166
2023 Q3	$262K	Buy	+1,684	New	+$273K	0.09%	167
2023 Q2	–	Sell	-1,572	Closed	-$242K	–	188
2023 Q1	$242K	Buy	1,572 +112	+8%	+$17.2K	0.1%	150
2022 Q4	$222K	Buy	+1,460	New	+$218K	0.1%	152

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

Delta Financial Group's VIG Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.14% in Q1 2025, buying an estimated $597 and bringing the position to 2,143 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #152.

Delta Financial Group first reported a position in VIG in Q4 2022 and has held it in 7 quarters since. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Delta Financial Group held 2,143 shares of Vanguard Dividend Appreciation ETF worth $421K as of Q1 2025.
Delta Financial Group bought 3 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $597.
Vanguard Dividend Appreciation ETF made up 0.1% of Delta Financial Group's portfolio in Q1 2025, its #152 holding.
Delta Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 7 quarters since.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.