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EPIQ Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

EPIQ Capital Group’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
2024
Q4 		$1.38M Buy
7,051
+61
+0.9% +$12.2K 0.36% 32
2024
Q3 		$1.39M Buy
6,990
+34
+0.5% +$6.47K 0.4% 27
2024
Q2 		$1.28M Hold
6,956
– – 0.45% 26
2024
Q1 		$1.27M Buy
6,956
+30
+0.4% +$5.27K 0.51% 21
2023
Q4 		$1.18M Sell
6,926
-1,212
-15% -$195K 0.54% 18
2023
Q3 		$1.27M Buy
8,138
+38
+0.5% +$6.16K 0.66% 17
2023
Q2 		$1.32M Hold
8,100
– – 0.67% 18
2023
Q1 		$1.25M Sell
8,100
-26
-0.3% -$3.98K 0.63% 18
2022
Q4 		$1.23M Buy
8,126
+47
+0.6% +$7K 0.67% 16
2022
Q3 		$1.09M Buy
8,079
+40
+0.5% +$5.95K 0.54% 19
2022
Q2 		$1.15M Sell
8,039
-1,161
-13% -$177K 0.45% 22
2022
Q1 		$1.49M Buy
9,200
+23
+0.3% +$3.71K 0.41% 20
2021
Q4 		$1.58M Sell
9,177
-1,092
-11% -$180K 0.28% 22
2021
Q3 		$1.58M Buy
10,269
+62
+0.6% +$9.88K 0.16% 23
2021
Q2 		$1.58M Buy
10,207
+45
+0.4% +$6.91K 0.17% 22
2021
Q1 		$1.5M Buy
10,162
+36
+0.4% +$5.12K 0.17% 20
2020
Q4 		$1.43M Buy
10,126
+91
+0.9% +$12.3K 0.23% 22
2020
Q3 		$1.3M Buy
10,035
+52
+0.5% +$6.54K 0.19% 23
2020
Q2 		$1.18M Hold
9,983
– – 0.2% 23
2020
Q1 		$1.03M Buy
9,983
+45
+0.5% +$5.37K 0.31% 23
2019
Q4 		$1.24M Buy
+9,938
New +$1.2M 0.3% 22

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EPIQ Capital Group's VIG Position: Q4 2024 in Review

EPIQ Capital Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.87% in Q4 2024, buying an estimated $12.2K and bringing the position to 7,051 shares worth $1.38M. The position accounts for 0.36% of the portfolio, ranked #32.

EPIQ Capital Group first reported a position in VIG in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.58M in Q2 2021. 2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • EPIQ Capital Group held 7,051 shares of Vanguard Dividend Appreciation ETF worth $1.38M as of Q4 2024.
  • EPIQ Capital Group bought 61 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $12.2K.
  • Vanguard Dividend Appreciation ETF made up 0.36% of EPIQ Capital Group's portfolio in Q4 2024, its #32 holding.
  • EPIQ Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 21 quarters since.
  • EPIQ Capital Group's Vanguard Dividend Appreciation ETF position peaked at $1.58M in Q2 2021.
  • 2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.