Hill Island Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hill Island 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 Q1	–	Sell	-3,188	Closed	-$624K	–	73
2024 Q4	$624K	Sell	3,188 -358	-10%	-$71.5K	0.18%	43
2024 Q3	$702K	Sell	3,546 -430	-11%	-$81.9K	0.21%	32
2024 Q2	$726K	Sell	3,976 -52	-1%	-$9.36K	0.24%	31
2024 Q1	$736K	Sell	4,028 -1,286	-24%	-$226K	0.24%	32
2023 Q4	$906K	Sell	5,314 -187	-3%	-$30.1K	0.31%	29
2023 Q3	$855K	Sell	5,501 -547	-9%	-$88.7K	0.34%	29
2023 Q2	$982K	Sell	6,048 -75	-1%	-$11.7K	0.37%	27
2023 Q1	$957K	Sell	6,123 -10	-0.2%	-$1.53K	0.39%	26
2022 Q4	$931K	Buy	6,133 +97	+2%	+$14.5K	0.4%	28
2022 Q3	$816K	Sell	6,036 -47	-0.8%	-$6.99K	0.38%	25
2022 Q2	$873K	Sell	6,083 -686	-10%	-$104K	0.39%	25
2022 Q1	$1.1M	Sell	6,769 -1,597	-19%	-$258K	0.4%	27
2021 Q4	$1.44M	Buy	+8,366	New	+$1.38M	0.51%	21

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

Hill Island Financial's VIG Position: Q1 2025 in Review

Hill Island Financial sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 3,188 shares — an estimated $624K sold.

Hill Island Financial first reported a position in VIG in Q4 2021 and held it in 13 quarters. The position peaked at $1.44M in Q4 2021. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Hill Island Financial reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Hill Island Financial sold 3,188 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $624K.
Hill Island Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 13 quarters.
Hill Island Financial's Vanguard Dividend Appreciation ETF position peaked at $1.44M in Q4 2021.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Hill Island Financial's 13F filing for Q1 2025, filed 22 Apr 2025.