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

Edge 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 		$206K Buy
938
+8
+0.9% +$1.75K 0.09% 128
2025
Q3 		$201K Buy
+930
New +$195K 0.09% 134

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 $15.5B AUM 18.35% 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

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

Edge Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.86% in Q4 2025, buying an estimated $1.75K and bringing the position to 938 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #128.

Edge Financial Advisors first reported a position in VIG in Q3 2025 and has held it in 2 quarters since. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Edge Financial Advisors held 938 shares of Vanguard Dividend Appreciation ETF worth $206K as of Q4 2025.
  • Edge Financial Advisors bought 8 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $1.75K.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Edge Financial Advisors's portfolio in Q4 2025, its #128 holding.
  • Edge Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 2 quarters since.
  • 2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

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