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

Gray 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
2024
Q4 		$29M Buy
148,029
+6,466
+5% +$1.29M 11% 1
2024
Q3 		$28M Buy
141,563
+2,398
+2% +$457K 11.07% 1
2024
Q2 		$25.4M Buy
139,165
+2,665
+2% +$480K 10.96% 1
2024
Q1 		$24.9M Buy
136,500
+599
+0.4% +$105K 11.13% 1
2023
Q4 		$23.2M Sell
135,901
-1,825
-1% -$294K 11.27% 1
2023
Q3 		$21.4M Buy
137,726
+2,020
+1% +$327K 10.97% 1
2023
Q2 		$22M Buy
135,706
+3,533
+3% +$553K 11.09% 1
2023
Q1 		$20.4M Buy
132,173
+3,228
+3% +$495K 11.11% 1
2022
Q4 		$19.6M Sell
128,945
-1,765
-1% -$263K 11.35% 1
2022
Q3 		$17.7M Buy
130,710
+2,261
+2% +$336K 11.28% 1
2022
Q2 		$18.4M Sell
128,449
-2,321
-2% -$353K 11.17% 1
2022
Q1 		$21.2M Buy
130,770
+442
+0.3% +$71.3K 10.93% 1
2021
Q4 		$22.4M Buy
130,328
+5,074
+4% +$836K 11.15% 1
2021
Q3 		$19.2M Buy
125,254
+3,604
+3% +$574K 10.76% 1
2021
Q2 		$18.8M Buy
121,650
+4,038
+3% +$620K 10.84% 1
2021
Q1 		$17.3M Buy
117,612
+2,934
+3% +$417K 10.97% 1
2020
Q4 		$16.2M Buy
114,678
+1,837
+2% +$249K 11.05% 1
2020
Q3 		$14.5M Buy
112,841
+1,021
+0.9% +$128K 11.37% 1
2020
Q2 		$13.1M Buy
111,820
+456
+0.4% +$51.9K 11.32% 1
2020
Q1 		$11.5M Buy
+111,364
New +$13.3M 12.64% 1

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

Gray Wealth Management's VIG Position: Q4 2024 in Review

Gray Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q4 2024, buying an estimated $1.29M and bringing the position to 148,029 shares worth $29M. The position accounts for 11% of the portfolio, ranked #1.

Gray Wealth Management first reported a position in VIG in Q1 2020 and has held it in 20 quarters since. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Gray Wealth Management held 148,029 shares of Vanguard Dividend Appreciation ETF worth $29M as of Q4 2024.
  • Gray Wealth Management bought 6,466 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $1.29M.
  • Vanguard Dividend Appreciation ETF made up 11% of Gray Wealth Management's portfolio in Q4 2024, its #1 holding.
  • Gray Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 20 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.