Gibbs Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gibbs Wealth 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 Q1	–	Sell	-1,879	Closed	-$368K	–	316
2024 Q4	$368K	Sell	1,879 -142	-7%	-$28.4K	0.1%	207
2024 Q3	$400K	Buy	+2,021	New	+$385K	0.13%	177

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

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

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

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

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

Gibbs Wealth Management's VIG Position: Q1 2025 in Review

Gibbs Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,879 shares — an estimated $368K sold.

Gibbs Wealth Management first reported a position in VIG in Q3 2024 and held it in 2 quarters. The position peaked at $400K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Gibbs Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Gibbs Wealth Management sold 1,879 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $368K.
Gibbs Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 2 quarters.
Gibbs Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $400K in Q3 2024.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Gibbs Wealth Management's 13F filing for Q1 2025, filed 4 Nov 2025.