Financial Partners Group (Tennessee)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Partners Group (Tennessee)’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 Q1	–	Sell	-1,179	Closed	-$231K	–	90
2024 Q4	$231K	Hold	1,179	–	–	0.1%	90
2024 Q3	$234K	Hold	1,179	–	–	0.09%	94
2024 Q2	$215K	Hold	1,179	–	–	0.08%	95
2024 Q1	$215K	Buy	+1,179	New	+$207K	0.08%	93

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 $52B AUM 24.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Financial Partners Group (Tennessee)'s VIG Position: Q1 2025 in Review

Financial Partners Group (Tennessee) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,179 shares — an estimated $231K sold.

Financial Partners Group (Tennessee) first reported a position in VIG in Q1 2024 and held it in 4 quarters. The position peaked at $234K in Q3 2024. 2,287 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Financial Partners Group (Tennessee) reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Financial Partners Group (Tennessee) sold 1,179 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $231K.
Financial Partners Group (Tennessee) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 4 quarters.
Financial Partners Group (Tennessee)'s Vanguard Dividend Appreciation ETF position peaked at $234K in Q3 2024.
2,287 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q1 2025, filed 18 Apr 2025.