EFG
VIGI icon

Elios Financial Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Elios Financial Group’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.1M Sell
112,365
-92
-0.1% -$7.95K 4.59% 4
2025
Q1 		$9.33M Buy
112,457
+142
+0.1% +$11.8K 4.6% 4
2024
Q4 		$8.98M Sell
112,315
-404
-0.4% -$33.9K 4.25% 5
2024
Q3 		$9.95M Buy
+112,719
New +$9.57M 4.59% 4

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elios Financial Group's VIGI Position: Q2 2025 in Review

Elios Financial Group reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 0.08% in Q2 2025, selling an estimated $7.95K and leaving 112,365 shares worth $10.1M. The position accounts for 4.59% of the portfolio, ranked #4.

Elios Financial Group first reported a position in VIGI in Q3 2024 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold VIGI as of Q2 2025.

  • Elios Financial Group held 112,365 shares of Vanguard International Dividend Appreciation ETF worth $10.1M as of Q2 2025.
  • Elios Financial Group sold 92 Vanguard International Dividend Appreciation ETF shares in Q2 2025, an estimated $7.95K.
  • Vanguard International Dividend Appreciation ETF made up 4.59% of Elios Financial Group's portfolio in Q2 2025, its #4 holding.
  • Elios Financial Group first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2024 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.