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Financial Advocates Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Advocates 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
2025
Q3 		$507K Sell
2,350
-2,692
-53% -$565K 0.29% 73
2025
Q2 		$1.03M Sell
5,042
-32,717
-87% -$6.34M 0.08% 227
2025
Q1 		$7.32M Sell
37,759
-15,375
-29% -$3.06M 0.51% 41
2024
Q4 		$10.4M Buy
53,134
+10,706
+25% +$2.14M 0.59% 35
2024
Q3 		$8.4M Buy
42,428
+5,196
+14% +$989K 0.47% 47
2024
Q2 		$6.8M Sell
37,232
-326
-0.9% -$58.7K 0.42% 48
2024
Q1 		$6.86M Buy
37,558
+398
+1% +$69.9K 0.4% 60
2023
Q4 		$6.33M Sell
37,160
-1,166
-3% -$188K 0.41% 60
2023
Q3 		$5.96M Buy
38,326
+1,941
+5% +$315K 0.43% 55
2023
Q2 		$5.91M Buy
36,385
+1,682
+5% +$263K 0.42% 57
2023
Q1 		$5.34M Sell
34,703
-900
-3% -$138K 0.38% 59
2022
Q4 		$5.41M Buy
35,603
+1,427
+4% +$213K 0.4% 55
2022
Q3 		$4.62M Buy
34,176
+224
+0.7% +$33.3K 0.38% 64
2022
Q2 		$4.87M Sell
33,952
-12,494
-27% -$1.9M 0.4% 63
2022
Q1 		$7.53M Sell
46,446
-2,270
-5% -$366K 0.5% 38
2021
Q4 		$8.37M Buy
48,716
+708
+1% +$117K 0.53% 34
2021
Q3 		$7.37M Buy
48,008
+27,512
+134% +$4.38M 0.5% 37
2021
Q2 		$3.19M Sell
20,496
-20,599
-50% -$3.16M 0.21% 117
2021
Q1 		$6.04M Buy
41,095
+329
+0.8% +$46.8K 0.43% 47
2020
Q4 		$5.75M Buy
40,766
+1,116
+3% +$151K 0.39% 56
2020
Q3 		$5.1M Buy
39,650
+15,284
+63% +$1.92M 0.44% 47
2020
Q2 		$2.85M Buy
24,366
+2,066
+9% +$235K 0.27% 93
2020
Q1 		$2.31M Sell
22,300
-4,223
-16% -$504K 0.33% 78
2019
Q4 		$3.31M Buy
26,523
+4,838
+22% +$585K 0.35% 72
2019
Q3 		$2.59M Buy
21,685
+2,411
+13% +$284K 0.3% 86
2019
Q2 		$2.22M Buy
19,274
+546
+3% +$61.2K 0.26% 102
2019
Q1 		$2.05M Sell
18,728
-16,220
-46% -$1.71M 0.26% 107
2018
Q4 		$3.42M Sell
34,948
-6,386
-15% -$666K 0.47% 54
2018
Q3 		$4.58M Sell
41,334
-975
-2% -$105K 0.51% 47
2018
Q2 		$4.3M Buy
42,309
+1,783
+4% +$182K 0.52% 47
2018
Q1 		$4.09M Sell
40,526
-1,234
-3% -$128K 0.53% 43
2017
Q4 		$4.26M Buy
+41,760
New +$4.11M 0.58% 38

Other funds holding VIG

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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's VIG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 53% in Q3 2025, selling an estimated $565K and leaving 2,350 shares worth $507K. The position accounts for 0.29% of the portfolio, ranked #73.

Financial Advocates Investment Management first reported a position in VIG in Q4 2017 and has held it in 32 quarters since. The position peaked at $10.4M in Q4 2024. 2,334 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Financial Advocates Investment Management held 2,350 shares of Vanguard Dividend Appreciation ETF worth $507K as of Q3 2025.
  • Financial Advocates Investment Management sold 2,692 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $565K.
  • Vanguard Dividend Appreciation ETF made up 0.29% of Financial Advocates Investment Management's portfolio in Q3 2025, its #73 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard Dividend Appreciation ETF position peaked at $10.4M in Q4 2024.
  • 2,334 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.