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Dentgroup’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dentgroup’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 		$2.69M Sell
12,226
-4,985
-29% -$1.09M 1.85% 16
2025
Q3 		$3.71M Sell
17,211
-273
-2% -$57.3K 2.4% 11
2025
Q2 		$3.58M Sell
17,484
-1,042
-6% -$202K 2.48% 11
2025
Q1 		$3.59M Sell
18,526
-58
-0.3% -$11.5K 2.69% 10
2024
Q4 		$3.64M Sell
18,584
-284
-2% -$56.7K 2.78% 9
2024
Q3 		$3.74M Sell
18,868
-583
-3% -$111K 2.79% 9
2024
Q2 		$3.55M Sell
19,451
-898
-4% -$162K 2.86% 12
2024
Q1 		$3.72M Buy
20,349
+30
+0.1% +$5.27K 3.08% 10
2023
Q4 		$3.46M Sell
20,319
-5,465
-21% -$879K 3.08% 11
2023
Q3 		$4.01M Sell
25,784
-221
-0.8% -$35.8K 2.95% 6
2023
Q2 		$4.22M Sell
26,005
-865
-3% -$135K 3.05% 7
2023
Q1 		$4.14M Buy
26,870
+108
+0.4% +$16.5K 3.32% 5
2022
Q4 		$4.06M Buy
26,762
+490
+2% +$73K 3.51% 4
2022
Q3 		$3.57M Buy
26,272
+104
+0.4% +$15.5K 3.59% 5
2022
Q2 		$3.75M Buy
26,168
+295
+1% +$44.9K 4.18% 4
2022
Q1 		$4.2M Buy
25,873
+89
+0.3% +$14.4K 4.04% 4
2021
Q4 		$4.43M Buy
+25,784
New +$4.25M 4.17% 4

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dentgroup's VIG Position: Q4 2025 in Review

Dentgroup reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q4 2025, selling an estimated $1.09M and leaving 12,226 shares worth $2.69M. The position accounts for 1.85% of the portfolio, ranked #16.

Dentgroup first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.43M in Q4 2021. 2,518 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Dentgroup held 12,226 shares of Vanguard Dividend Appreciation ETF worth $2.69M as of Q4 2025.
  • Dentgroup sold 4,985 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $1.09M.
  • Vanguard Dividend Appreciation ETF made up 1.85% of Dentgroup's portfolio in Q4 2025, its #16 holding.
  • Dentgroup first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's Vanguard Dividend Appreciation ETF position peaked at $4.43M in Q4 2021.
  • 2,518 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.