FineMark National Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FineMark National Bank & Trust’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 Q4	$3.09M	Buy	14,075 +3	+0%	+$655	0.1%	150
2025 Q3	$3.04M	Sell	14,072 -94	-0.7%	-$19.7K	0.1%	137
2025 Q2	$2.9M	Buy	14,166 +3,280	+30%	+$636K	0.1%	140
2025 Q1	$2.11M	Buy	10,886 +420	+4%	+$83.5K	0.08%	152
2024 Q4	$2.05M	Buy	10,466 +50	+0.5%	+$9.98K	0.07%	147
2024 Q3	$2.06M	Sell	10,416 -13,545	-57%	-$2.58M	0.07%	145
2024 Q2	$4.37M	Buy	23,961 +12,669	+112%	+$2.28M	0.16%	116
2024 Q1	$2.06M	Sell	11,292 -25	-0.2%	-$4.39K	0.08%	143
2023 Q4	$1.93M	Sell	11,317 -1,331	-11%	-$214K	0.08%	147
2023 Q3	$1.97M	Sell	12,648 -1,110	-8%	-$180K	0.09%	144
2023 Q2	$2.23M	Buy	13,758 +3,185	+30%	+$499K	0.09%	142
2023 Q1	$1.63M	Sell	10,573 -180	-2%	-$27.6K	0.07%	153
2022 Q4	$1.63M	Buy	10,753 +2,098	+24%	+$313K	0.07%	155
2022 Q3	$1.17M	Sell	8,655 -3,602	-29%	-$536K	0.06%	175
2022 Q2	$1.76M	Buy	12,257 +801	+7%	+$122K	0.08%	158
2022 Q1	$1.86M	Sell	11,456 -885	-7%	-$143K	0.07%	162
2021 Q4	$2.12M	Sell	12,341 -339	-3%	-$55.9K	0.08%	146
2021 Q3	$1.95M	Sell	12,680 -1,248	-9%	-$199K	0.08%	148
2021 Q2	$2.16M	Sell	13,928 -1,175	-8%	-$180K	0.09%	140
2021 Q1	$2.22M	Sell	15,103 -41	-0.3%	-$5.83K	0.09%	136
2020 Q4	$2.14M	Buy	15,144 +1,000	+7%	+$136K	0.1%	132
2020 Q3	$1.82M	Buy	14,144 +1,825	+15%	+$230K	0.09%	136
2020 Q2	$1.44M	Buy	12,319 +226	+2%	+$25.7K	0.08%	137
2020 Q1	$1.25M	Buy	12,093 +425	+4%	+$50.7K	0.08%	135
2019 Q4	$1.46M	Hold	11,668	–	–	0.07%	146
2019 Q3	$1.4M	Sell	11,668 -9	-0.1%	-$1.06K	0.07%	149
2019 Q2	$1.34M	Hold	11,677	–	–	0.07%	145
2019 Q1	$1.28M	Buy	11,677 +1,304	+13%	+$137K	0.07%	143
2018 Q4	$1.02M	Buy	10,373 +852	+9%	+$88.9K	0.07%	157
2018 Q3	$1.05M	Sell	9,521 -1,755	-16%	-$189K	0.06%	154
2018 Q2	$1.15M	Sell	11,276 -398	-3%	-$40.6K	0.07%	158
2018 Q1	$1.18M	Sell	11,674 -1,719	-13%	-$178K	0.08%	151
2017 Q4	$1.37M	Buy	13,393 +2,746	+26%	+$270K	0.09%	141
2017 Q3	$1.01M	Buy	+10,647	New	+$993K	0.07%	162
2017 Q1	–	Sell	-1,475	Closed	-$126K	–	981
2016 Q4	$126K	Sell	1,475 -28	-2%	-$2.35K	0.01%	422
2016 Q3	$127K	Buy	1,503 +903	+151%	+$76.5K	0.01%	405
2016 Q2	$50K	Sell	600 -114	-16%	-$9.31K	0.01%	600
2016 Q1	$58K	Buy	714 +700	+5,000%	+$53.7K	0.01%	541
2015 Q4	$1K	Hold	14	–	–	﹤0.01%	1300
2015 Q3	$1K	Hold	14	–	–	﹤0.01%	1443
2015 Q2	$1K	Hold	14	–	–	﹤0.01%	1379
2015 Q1	$1K	Sell	14 -242	-95%	-$19.6K	﹤0.01%	1354
2014 Q4	$21K	Buy	+256	New	+$20.2K	﹤0.01%	898
2014 Q2	–	Sell	-159	Closed	-$12K	–	1450
2014 Q1	$12K	Hold	159	–	–	﹤0.01%	1013
2013 Q4	$12K	Sell	159 -2,950	-95%	-$215K	﹤0.01%	978
2013 Q3	$216K	Hold	3,109	–	–	0.05%	288
2013 Q2	$206K	Buy	+3,109	New	+$209K	0.06%	271

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FineMark National Bank & Trust's VIG Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q4 2025, buying an estimated $655 and bringing the position to 14,075 shares worth $3.09M. The position accounts for 0.1% of the portfolio, ranked #150.

FineMark National Bank & Trust first reported a position in VIG in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.37M in Q2 2024. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

FineMark National Bank & Trust held 14,075 shares of Vanguard Dividend Appreciation ETF worth $3.09M as of Q4 2025.
FineMark National Bank & Trust bought 3 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $655.
Vanguard Dividend Appreciation ETF made up 0.1% of FineMark National Bank & Trust's portfolio in Q4 2025, its #150 holding.
FineMark National Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 47 quarters since.
FineMark National Bank & Trust's Vanguard Dividend Appreciation ETF position peaked at $4.37M in Q2 2024.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.