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Hemenway Trust Hemenway Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hemenway Trust Hemenway Trust’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 		– Sell
-1,285
Closed -$255K – 132
2024
Q3 		$255K Sell
1,285
-124
-9% -$23.6K 0.02% 121
2024
Q2 		$257K Sell
1,409
-10
-0.7% -$1.8K 0.02% 115
2024
Q1 		$259K Sell
1,419
-125
-8% -$22K 0.02% 119
2023
Q4 		$263K Sell
1,544
-303
-16% -$48.8K 0.03% 114
2023
Q3 		$287K Sell
1,847
-21
-1% -$3.4K 0.03% 113
2023
Q2 		$303K Sell
1,868
-100
-5% -$15.7K 0.03% 114
2023
Q1 		$303K Sell
1,968
-50
-2% -$7.66K 0.03% 112
2022
Q4 		$306K Hold
2,018
– – 0.03% 116
2022
Q3 		$273K Sell
2,018
-47
-2% -$6.99K 0.03% 115
2022
Q2 		$296K Sell
2,065
-200
-9% -$30.4K 0.03% 104
2022
Q1 		$367K Sell
2,265
-401
-15% -$64.7K 0.04% 104
2021
Q4 		$458K Buy
2,666
+168
+7% +$27.7K 0.04% 92
2021
Q3 		$384K Sell
2,498
-305
-11% -$48.6K 0.04% 103
2021
Q2 		$434K Sell
2,803
-300
-10% -$46K 0.04% 98
2021
Q1 		$456K Sell
3,103
-230
-7% -$32.7K 0.05% 93
2020
Q4 		$471K Sell
3,333
-20
-0.6% -$2.71K 0.05% 93
2020
Q3 		$431K Buy
3,353
+200
+6% +$25.2K 0.06% 95
2020
Q2 		$369K Buy
3,153
+3
+0.1% +$342 0.05% 101
2020
Q1 		$326K Buy
3,150
+10
+0.3% +$1.19K 0.06% 95
2019
Q4 		$391K Buy
+3,140
New +$380K 0.06% 99

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

Hemenway Trust Hemenway Trust's VIG Position: Q4 2024 in Review

Hemenway Trust Hemenway Trust sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 1,285 shares — an estimated $255K sold.

Hemenway Trust Hemenway Trust first reported a position in VIG in Q4 2019 and held it in 20 quarters. The position peaked at $471K in Q4 2020. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Hemenway Trust Hemenway Trust reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Hemenway Trust Hemenway Trust sold 1,285 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $255K.
  • Hemenway Trust Hemenway Trust first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 20 quarters.
  • Hemenway Trust Hemenway Trust's Vanguard Dividend Appreciation ETF position peaked at $471K in Q4 2020.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q4 2024, filed 13 Feb 2025.