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GPS Wealth Strategies Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GPS Wealth Strategies 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
Q4 		$62K Sell
282
-23,995
-99% -$5.24M 0.05% 196
2025
Q3 		$5.24M Sell
24,277
-1,128
-4% -$237K 0.55% 39
2025
Q2 		$5.2M Sell
25,405
-593
-2% -$115K 0.6% 34
2025
Q1 		$5.04M Sell
25,998
-4,053
-13% -$806K 0.68% 29
2024
Q4 		$5.88M Sell
30,051
-1,650
-5% -$329K 0.76% 25
2024
Q3 		$6.28M Sell
31,701
-2,352
-7% -$448K 0.84% 21
2024
Q2 		$6.22M Sell
34,053
-1,184
-3% -$213K 0.93% 16
2024
Q1 		$6.43M Sell
35,237
-9,155
-21% -$1.61M 1.04% 16
2023
Q4 		$7.56M Sell
44,392
-6,529
-13% -$1.05M 1.38% 13
2023
Q3 		$7.91M Sell
50,921
-10,436
-17% -$1.69M 1.52% 14
2023
Q2 		$9.97M Sell
61,357
-1,741
-3% -$273K 1.86% 12
2023
Q1 		$9.72M Sell
63,098
-4,894
-7% -$750K 2.01% 12
2022
Q4 		$10.3M Buy
67,992
+9,051
+15% +$1.35M 3.1% 8
2022
Q3 		$7.97M Buy
58,941
+49,590
+530% +$7.38M 2.01% 9
2022
Q2 		$1.34M Buy
9,351
+5,715
+157% +$870K 0.34% 54
2022
Q1 		$590K Buy
3,636
+1,415
+64% +$228K 0.13% 103
2021
Q4 		$382K Buy
2,221
+639
+40% +$105K 0.08% 151
2021
Q3 		$243K Buy
1,582
+460
+41% +$73.3K 0.06% 181
2021
Q2 		$174K Buy
1,122
+68
+6% +$10.4K 0.04% 229
2021
Q1 		$155K Buy
+1,054
New +$150K 0.05% 225

Other funds holding VIG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GPS Wealth Strategies Group's VIG Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 99% in Q4 2025, selling an estimated $5.24M and leaving 282 shares worth $62K. The position accounts for 0.05% of the portfolio, ranked #196.

GPS Wealth Strategies Group first reported a position in VIG in Q1 2021 and has held it in 20 quarters since. The position peaked at $10.3M in Q4 2022. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • GPS Wealth Strategies Group held 282 shares of Vanguard Dividend Appreciation ETF worth $62K as of Q4 2025.
  • GPS Wealth Strategies Group sold 23,995 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $5.24M.
  • Vanguard Dividend Appreciation ETF made up 0.05% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #196 holding.
  • GPS Wealth Strategies Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 20 quarters since.
  • GPS Wealth Strategies Group's Vanguard Dividend Appreciation ETF position peaked at $10.3M in Q4 2022.
  • 2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.