FTDI
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First Trust Direct Indexing’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

First Trust Direct Indexing’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 		– Sell
-1,236
Closed -$245K – 892
2024
Q3 		$245K Buy
+1,236
New +$235K 0.01% 834

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $1.66T 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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return

First Trust Direct Indexing's VIG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,236 shares — an estimated $245K sold.

First Trust Direct Indexing first reported a position in VIG in Q3 2024 and held it in 1 quarter. The position peaked at $245K in Q3 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,236 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $245K.
  • First Trust Direct Indexing first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Vanguard Dividend Appreciation ETF position peaked at $245K in Q3 2024.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.