Fund Evaluation Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fund Evaluation Group’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	–	Sell	-4,442	Closed	-$909K	–	86
2025 Q2	$909K	Buy	+4,442	New	+$861K	0.04%	58
2020 Q2	–	Sell	-28,340	Closed	-$2.93M	–	39
2020 Q1	$2.93M	Hold	28,340	–	–	0.49%	16
2019 Q4	$3.53M	Buy	+28,340	New	+$3.43M	0.58%	14

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

Fund Evaluation Group's VIG Position: Q3 2025 in Review

Fund Evaluation Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 4,442 shares — an estimated $909K sold.

Fund Evaluation Group first reported a position in VIG in Q4 2019 and held it in 3 quarters. The position peaked at $3.53M in Q4 2019. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Fund Evaluation Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Fund Evaluation Group sold 4,442 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $909K.
Fund Evaluation Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 3 quarters.
Fund Evaluation Group's Vanguard Dividend Appreciation ETF position peaked at $3.53M in Q4 2019.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Fund Evaluation Group's 13F filing for Q3 2025, filed 12 Nov 2025.