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Executive Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Executive Wealth 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
Q1 		$1.15M Buy
6,489
+4,326
+200% +$760K 0.24% 39
2023
Q4 		$369K Hold
2,163
– – 0.23% 38
2023
Q3 		$336K Hold
2,163
– – 0.24% 41
2023
Q2 		$351K Hold
2,163
– – 0.24% 39
2023
Q1 		$333K Hold
2,163
– – 0.24% 39
2022
Q4 		$329K Hold
2,163
– – 0.25% 39
2022
Q3 		$292K Hold
2,163
– – 0.25% 40
2022
Q2 		$310K Hold
2,163
– – 0.24% 39
2022
Q1 		$351K Hold
2,163
– – 0.23% 40
2021
Q4 		$372K Hold
2,163
– – 0.23% 40
2021
Q3 		$332K Hold
2,163
– – 0.2% 42
2021
Q2 		$335K Hold
2,163
– – 0.2% 41
2021
Q1 		$318K Hold
2,163
– – 0.2% 43
2020
Q4 		$305K Hold
2,163
– – 0.21% 40
2020
Q3 		$278K Hold
2,163
– – 0.21% 37
2020
Q2 		$254K Hold
2,163
– – 0.2% 40
2020
Q1 		$224K Hold
2,163
– – 0.21% 37
2019
Q4 		$270K Hold
2,163
– – 0.2% 35
2019
Q3 		$259K Hold
2,163
– – 0.21% 33
2019
Q2 		$249K Hold
2,163
– – 0.19% 33
2019
Q1 		$237K Hold
2,163
– – 0.18% 33
2018
Q4 		$212K Hold
2,163
– – 0.2% 31
2018
Q3 		$239K Buy
2,163
+12
+0.6% +$1.29K 0.2% 33
2018
Q2 		$219K Hold
2,151
– – 0.19% 34
2018
Q1 		$217K Buy
2,151
+8
+0.4% +$829 0.19% 35
2017
Q4 		$219K Buy
+2,143
New +$211K 0.2% 35

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Executive Wealth Group's VIG Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 200% in Q1 2024, buying an estimated $760K and bringing the position to 6,489 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #39.

Executive Wealth Group first reported a position in VIG in Q4 2017 and has held it in 26 quarters since. 2,043 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Executive Wealth Group held 6,489 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q1 2024.
  • Executive Wealth Group bought 4,326 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $760K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Executive Wealth Group's portfolio in Q1 2024, its #39 holding.
  • Executive Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 26 quarters since.
  • 2,043 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.