JWBC
VIG icon

John W. Brooker & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

John W. Brooker & Co’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 		– Sell
-4,272
Closed -$829K – 78
2025
Q1 		$829K Buy
4,272
+10
+0.2% +$1.99K 0.34% 48
2024
Q4 		$835K Buy
4,262
+17
+0.4% +$3.39K 0.36% 48
2024
Q3 		$841K Sell
4,245
-6
-0.1% -$1.14K 0.39% 48
2024
Q2 		$776K Sell
4,251
-580
-12% -$104K 0.39% 47
2024
Q1 		$882K Buy
4,831
+22
+0.5% +$3.87K 0.47% 45
2023
Q4 		$820K Sell
4,809
-17
-0.4% -$2.73K 0.47% 43
2023
Q3 		$750K Sell
4,826
-258
-5% -$41.8K 0.47% 40
2023
Q2 		$826K Hold
5,084
– – 0.53% 38
2023
Q1 		$794K Buy
5,084
+105
+2% +$16.1K 0.53% 38
2022
Q4 		$756K Buy
4,979
+579
+13% +$86.3K 0.49% 42
2022
Q3 		$595K Buy
4,400
+87
+2% +$12.9K 0.38% 33
2022
Q2 		$619K Buy
4,313
+201
+5% +$30.6K 0.38% 34
2022
Q1 		$667K Buy
4,112
+531
+15% +$85.7K 0.36% 36
2021
Q4 		$615K Buy
3,581
+93
+3% +$15.3K 0.32% 36
2021
Q3 		$536K Buy
3,488
+49
+1% +$7.81K 0.3% 35
2021
Q2 		$532K Buy
3,439
+432
+14% +$66.3K 0.31% 34
2021
Q1 		$442K Buy
3,007
+71
+2% +$10.1K 0.27% 34
2020
Q4 		$414K Buy
2,936
+571
+24% +$77.4K 0.27% 33
2020
Q3 		$304K Sell
2,365
-166
-7% -$20.9K 0.21% 40
2020
Q2 		$297K Sell
2,531
-28
-1% -$3.19K 0.21% 39
2020
Q1 		$265K Buy
2,559
+845
+49% +$101K 0.19% 43
2019
Q4 		$214K Buy
+1,714
New +$207K 0.14% 50

Other funds holding VIG

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

John W. Brooker & Co's VIG Position: Q2 2025 in Review

John W. Brooker & Co sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 4,272 shares — an estimated $829K sold.

John W. Brooker & Co first reported a position in VIG in Q4 2019 and held it in 22 quarters. The position peaked at $882K in Q1 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • John W. Brooker & Co reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 4,272 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $829K.
  • John W. Brooker & Co first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 22 quarters.
  • John W. Brooker & Co's Vanguard Dividend Appreciation ETF position peaked at $882K in Q1 2024.
  • 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.