Eagle Global Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Eagle Global 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 Q1	–	Sell	-1,554	Closed	-$304K	–	286
2024 Q4	$304K	Sell	1,554 -404	-21%	-$80.7K	0.01%	230
2024 Q3	$388K	Hold	1,958	–	–	0.02%	199
2024 Q2	$357K	Sell	1,958 -120	-6%	-$21.6K	0.02%	194
2024 Q1	$379K	Buy	+2,078	New	+$365K	0.02%	185

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

Eagle Global Advisors's VIG Position: Q1 2025 in Review

Eagle Global Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,554 shares — an estimated $304K sold.

Eagle Global Advisors first reported a position in VIG in Q1 2024 and held it in 4 quarters. The position peaked at $388K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Eagle Global Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Eagle Global Advisors sold 1,554 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $304K.
Eagle Global Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 4 quarters.
Eagle Global Advisors's Vanguard Dividend Appreciation ETF position peaked at $388K in Q3 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Eagle Global Advisors's 13F filing for Q1 2025, filed 12 May 2025.