HVP
VIG icon

Hudson Value Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hudson Value Partners’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
2023
Q4 		– Sell
-1,775
Closed -$276K – 103
2023
Q3 		$276K Hold
1,775
– – 0.14% 91
2023
Q2 		$288K Sell
1,775
-22
-1% -$3.44K 0.15% 94
2023
Q1 		$277K Buy
1,797
+22
+1% +$3.37K 0.16% 94
2022
Q4 		$270K Hold
1,775
– – 0.17% 96
2022
Q3 		$240K Buy
1,775
+200
+13% +$29.8K 0.16% 93
2022
Q2 		$226K Hold
1,575
– – 0.14% 99
2022
Q1 		$255K Hold
1,575
– – 0.13% 107
2021
Q4 		$271K Hold
1,575
– – 0.13% 107
2021
Q3 		$242K Buy
1,575
+175
+13% +$27.9K 0.13% 107
2021
Q2 		$217K Buy
+1,400
New +$215K 0.12% 113

Other funds holding VIG

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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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return