Dixon Fnancial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dixon Fnancial Services’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	-1,600	Closed	-$345K	–	53
2025 Q3	$345K	Hold	1,600	–	–	0.16%	32
2025 Q2	$327K	Hold	1,600	–	–	0.17%	30
2025 Q1	$310K	Hold	1,600	–	–	0.17%	29
2024 Q4	$313K	Hold	1,600	–	–	0.17%	27
2024 Q3	$317K	Hold	1,600	–	–	0.17%	27
2024 Q2	$292K	Sell	1,600 -430	-21%	-$77.4K	0.16%	30
2024 Q1	$371K	Hold	2,030	–	–	0.21%	23
2023 Q4	$346K	Hold	2,030	–	–	0.21%	16
2023 Q3	$315K	Sell	2,030 -600	-23%	-$97.3K	0.21%	16
2023 Q2	$427K	Hold	2,630	–	–	0.28%	13
2023 Q1	$405K	Sell	2,630 -86	-3%	-$13.2K	0.27%	14
2022 Q4	$412K	Hold	2,716	–	–	0.29%	14
2022 Q3	$367K	Sell	2,716 -40	-1%	-$5.95K	0.29%	14
2022 Q2	$395K	Hold	2,756	–	–	0.29%	15
2022 Q1	$447K	Hold	2,756	–	–	0.34%	14
2021 Q4	$473K	Buy	+2,756	New	+$454K	0.34%	14

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dixon Fnancial Services's VIG Position: Q4 2025 in Review

Dixon Fnancial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,600 shares — an estimated $345K sold.

Dixon Fnancial Services first reported a position in VIG in Q4 2021 and held it in 16 quarters. The position peaked at $473K in Q4 2021. 2,521 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Dixon Fnancial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Dixon Fnancial Services sold 1,600 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $345K.
Dixon Fnancial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 16 quarters.
Dixon Fnancial Services's Vanguard Dividend Appreciation ETF position peaked at $473K in Q4 2021.
2,521 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Dixon Fnancial Services's 13F filing for Q4 2025, filed 15 Jan 2026.