Gries Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gries Financial’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	$375K	Buy	1,736 +551	+46%	+$116K	0.06%	207
2025 Q2	$243K	Buy	+1,185	New	+$230K	0.04%	247
2024 Q4	–	Sell	-1,113	Closed	-$220K	–	303
2024 Q3	$220K	Sell	1,113 -160	-13%	-$30.5K	0.04%	249
2024 Q2	$232K	Sell	1,273 -391	-23%	-$70.4K	0.05%	210
2024 Q1	$304K	Sell	1,664 -528	-24%	-$92.8K	0.05%	220
2023 Q4	$374K	Sell	2,192 -22	-1%	-$3.54K	0.08%	153
2023 Q3	$344K	Sell	2,214 -157	-7%	-$25.4K	0.09%	141
2023 Q2	$385K	Buy	2,371 +325	+16%	+$50.9K	0.11%	130
2023 Q1	$315K	Buy	2,046 +551	+37%	+$84.4K	0.09%	141
2022 Q4	$227K	Sell	1,495 -20	-1%	-$2.98K	0.08%	145
2022 Q3	$205K	Buy	+1,515	New	+$225K	0.09%	139

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gries Financial's VIG Position: Q3 2025 in Review

Gries Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 46% in Q3 2025, buying an estimated $116K and bringing the position to 1,736 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #207.

Gries Financial first reported a position in VIG in Q3 2022 and has held it in 11 quarters since. The position peaked at $385K in Q2 2023. 2,337 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Gries Financial held 1,736 shares of Vanguard Dividend Appreciation ETF worth $375K as of Q3 2025.
Gries Financial bought 551 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $116K.
Vanguard Dividend Appreciation ETF made up 0.06% of Gries Financial's portfolio in Q3 2025, its #207 holding.
Gries Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 11 quarters since.
Gries Financial's Vanguard Dividend Appreciation ETF position peaked at $385K in Q2 2023.
2,337 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.