JO
VIG icon

John Overdeck’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

John Overdeck’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
Q4 		– Sell
-112,600
Closed -$24.3M – 4455
2025
Q3 		$24.3M Sell
112,600
-10,903
-9% -$2.29M 0.04% 571
2025
Q2 		$25.3M Sell
123,503
-22,900
-16% -$4.44M 0.04% 463
2025
Q1 		$28.4M Sell
146,403
-55,800
-28% -$11.1M 0.06% 373
2024
Q4 		$39.6M Buy
202,203
+11,900
+6% +$2.38M 0.09% 290
2024
Q3 		$37.7M Buy
190,303
+59,300
+45% +$11.3M 0.08% 305
2024
Q2 		$23.9M Buy
+131,003
New +$23.6M 0.05% 401
2023
Q2 		– Sell
-5,603
Closed -$863K – 3278
2023
Q1 		$863K Buy
5,603
+2,200
+65% +$337K ﹤0.01% 1944
2022
Q4 		$517K Sell
3,403
-234,800
-99% -$35M ﹤0.01% 2002
2022
Q3 		$32.2M Sell
238,203
-2,200
-0.9% -$327K 0.11% 234
2022
Q2 		$34.5M Buy
240,403
+30,900
+15% +$4.7M 0.11% 214
2022
Q1 		$34M Sell
209,503
-416,500
-67% -$67.2M 0.1% 256
2021
Q4 		$108M Buy
626,003
+233,500
+59% +$38.5M 0.23% 105
2021
Q3 		$60.3M Buy
392,503
+104,200
+36% +$16.6M 0.13% 176
2021
Q2 		$44.6M Sell
288,303
-126,600
-31% -$19.4M 0.1% 229
2021
Q1 		$61M Sell
414,903
-57,400
-12% -$8.17M 0.16% 138
2020
Q4 		$66.7M Sell
472,303
-99,900
-17% -$13.5M 0.19% 118
2020
Q3 		$73.6M Buy
572,203
+414,700
+263% +$52.2M 0.26% 89
2020
Q2 		$18.5M Buy
157,503
+106,800
+211% +$12.2M 0.09% 230
2020
Q1 		$5.24M Buy
50,703
+11,503
+29% +$1.37M 0.04% 479
2019
Q4 		$4.89M Sell
39,200
-278,270
-88% -$33.7M 0.01% 967
2019
Q3 		$38M Buy
317,470
+188,570
+146% +$22.2M 0.13% 213
2019
Q2 		$14.8M Buy
128,900
+120,900
+1,511% +$13.6M 0.05% 438
2019
Q1 		$877K Buy
+8,000
New +$843K ﹤0.01% 1909
2018
Q4 		– Sell
-179,607
Closed -$19.9M – 3557
2018
Q3 		$19.9M Buy
179,607
+44,207
+33% +$4.75M 0.05% 419
2018
Q2 		$13.8M Sell
135,400
-28,175
-17% -$2.87M 0.04% 539
2018
Q1 		$16.5M Buy
163,575
+81,975
+100% +$8.5M 0.06% 407
2017
Q4 		$8.33M Sell
81,600
-86,300
-51% -$8.5M 0.03% 677
2017
Q3 		$15.9M Buy
167,900
+131,000
+355% +$12.2M 0.06% 375
2017
Q2 		$3.42M Buy
+36,900
New +$3.39M 0.01% 1070
2017
Q1 		– Sell
-12,600
Closed -$1.07M – 3360
2016
Q4 		$1.07M Sell
12,600
-77,915
-86% -$6.55M ﹤0.01% 1967
2016
Q3 		$7.6M Buy
+90,515
New +$7.67M 0.03% 673
2015
Q4 		– Sell
-18,569
Closed -$1.37M – 3017
2015
Q3 		$1.37M Sell
18,569
-546
-3% -$42.3K 0.01% 1024
2015
Q2 		$1.5M Buy
19,115
+1,205
+7% +$97.7K 0.01% 1382
2015
Q1 		$1.44M Buy
+17,910
New +$1.45M 0.01% 1359
2014
Q4 		– Sell
-189,843
Closed -$14.6M – 2405
2014
Q3 		$14.6M Buy
189,843
+139,008
+273% +$10.8M 0.07% 358
2014
Q2 		$3.96M Buy
+50,835
New +$3.89M 0.02% 787
2013
Q4 		– Sell
-89,508
Closed -$6.23M – 2392
2013
Q3 		$6.23M Buy
+89,508
New +$6.19M 0.04% 471

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

John Overdeck's VIG Position: Q4 2025 in Review

John Overdeck sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 112,600 shares — an estimated $24.3M sold.

John Overdeck first reported a position in VIG in Q3 2013 and held it in 37 quarters. The position peaked at $108M in Q4 2021. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • John Overdeck reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • John Overdeck sold 112,600 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $24.3M.
  • John Overdeck first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and held it in 37 quarters.
  • John Overdeck's Vanguard Dividend Appreciation ETF position peaked at $108M in Q4 2021.
  • 2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.