Fiat Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fiat Wealth 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
2023 Q4	$982K	Buy	+5,763	New	+$927K	12.42%	2

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiat Wealth Management's VIG Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2023: 5,763 shares worth $982K. The stake represents 12.42% of the portfolio and ranks #2 among its holdings.

2,022 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Fiat Wealth Management held 5,763 shares of Vanguard Dividend Appreciation ETF worth $982K as of Q4 2023.
Vanguard Dividend Appreciation ETF was a new Fiat Wealth Management position in Q4 2023.
Vanguard Dividend Appreciation ETF made up 12.42% of Fiat Wealth Management's portfolio in Q4 2023, its #2 holding.
2,022 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.