FIM
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Fernwood Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fernwood Investment Management’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 		$203K Buy
1,035
+18
+2% +$3.59K 0.07% 159
2024
Q3 		$202K Sell
1,017
-100
-9% -$19K 0.07% 182
2024
Q2 		$204K Buy
1,117
+132
+13% +$23.8K 0.06% 189
2024
Q1 		$180K Buy
+985
New +$173K 0.05% 206

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $1.89T AUM 35.08% 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 $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 $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fernwood Investment Management's VIG Position: Q4 2024 in Review

Fernwood Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q4 2024, buying an estimated $3.59K and bringing the position to 1,035 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #159.

Fernwood Investment Management first reported a position in VIG in Q1 2024 and has held it in 4 quarters since. The position peaked at $204K in Q2 2024. 2,318 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Fernwood Investment Management held 1,035 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q4 2024.
  • Fernwood Investment Management bought 18 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $3.59K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Fernwood Investment Management's portfolio in Q4 2024, its #159 holding.
  • Fernwood Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 4 quarters since.
  • Fernwood Investment Management's Vanguard Dividend Appreciation ETF position peaked at $204K in Q2 2024.
  • 2,318 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.