EA
VIG icon

Evolution Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evolution Advisers’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 		– Sell
-10
Closed -$1K – 198
2024
Q3 		$1K Hold
10
– – ﹤0.01% 164
2024
Q2 		$1K Hold
10
– – ﹤0.01% 155
2024
Q1 		$2K Hold
10
– – ﹤0.01% 154
2023
Q4 		$2K Buy
+10
New +$1.61K ﹤0.01% 194

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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

Evolution Advisers's VIG Position: Q4 2024 in Review

Evolution Advisers sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 10 shares — an estimated $1K sold.

Evolution Advisers first reported a position in VIG in Q4 2023 and held it in 4 quarters. The position peaked at $2K in Q1 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Evolution Advisers reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Evolution Advisers sold 10 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $1K.
  • Evolution Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 4 quarters.
  • Evolution Advisers's Vanguard Dividend Appreciation ETF position peaked at $2K in Q1 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Evolution Advisers's 13F filing for Q4 2024, filed 29 Jan 2025.