J.W. Coons Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

J.W. Coons Advisors’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 Q2	$1.01M	Sell	4,953 -195	-4%	-$37.8K	0.23%	101
2025 Q1	$999K	Sell	5,148 -120	-2%	-$23.9K	0.26%	90
2024 Q4	$1.03M	Sell	5,268 -2,095	-28%	-$418K	0.27%	85
2024 Q3	$1.46M	Sell	7,363 -58	-0.8%	-$11K	0.36%	66
2024 Q2	$1.35M	Sell	7,421 -1,213	-14%	-$218K	0.33%	65
2024 Q1	$1.58M	Sell	8,634 -227	-3%	-$39.9K	0.36%	60
2023 Q4	$1.51M	Buy	8,861 +426	+5%	+$68.5K	0.41%	59
2023 Q3	$1.31M	Buy	8,435 +302	+4%	+$49K	0.38%	64
2023 Q2	$1.32M	Buy	8,133 +679	+9%	+$106K	0.36%	68
2023 Q1	$1.15M	Sell	7,454 -32	-0.4%	-$4.9K	0.33%	76
2022 Q4	$1.14M	Buy	7,486 +871	+13%	+$130K	0.34%	75
2022 Q3	$894K	Sell	6,615 -723	-10%	-$108K	0.34%	80
2022 Q2	$1.05M	Sell	7,338 -21	-0.3%	-$3.2K	0.37%	70
2022 Q1	$1.19M	Buy	7,359 +525	+8%	+$84.7K	0.35%	72
2021 Q4	$1.17M	Sell	6,834 -254	-4%	-$41.9K	0.35%	73
2021 Q3	$1.09M	Sell	7,088 -325	-4%	-$51.8K	0.37%	73
2021 Q2	$1.15M	Buy	7,413 +65	+0.9%	+$9.98K	0.41%	70
2021 Q1	$1.08M	Sell	7,348 -31	-0.4%	-$4.41K	0.39%	75
2020 Q4	$1.04M	Buy	7,379 +170	+2%	+$23K	0.4%	71
2020 Q3	$927K	Buy	7,209 +515	+8%	+$64.8K	0.39%	74
2020 Q2	$785K	Buy	6,694 +685	+11%	+$78K	0.35%	81
2020 Q1	$623K	Buy	+6,009	New	+$717K	0.33%	86

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

J.W. Coons Advisors's VIG Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2025, selling an estimated $37.8K and leaving 4,953 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #101.

J.W. Coons Advisors first reported a position in VIG in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.58M in Q1 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

J.W. Coons Advisors held 4,953 shares of Vanguard Dividend Appreciation ETF worth $1.01M as of Q2 2025.
J.W. Coons Advisors sold 195 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $37.8K.
Vanguard Dividend Appreciation ETF made up 0.23% of J.W. Coons Advisors's portfolio in Q2 2025, its #101 holding.
J.W. Coons Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.58M in Q1 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.