Kades & Cheifetz’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kades & Cheifetz’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
2024 Q4	$11.2M	Buy	57,053 +1,737	+3%	+$347K	5.72%	2
2024 Q3	$11M	Buy	55,316 +5,499	+11%	+$1.05M	6.28%	2
2024 Q2	$9.09M	Sell	49,817 -378	-0.8%	-$68K	5.72%	3
2024 Q1	$9.17M	Buy	50,195 +1,735	+4%	+$305K	5.87%	2
2023 Q4	$8.26M	Buy	48,460 +1,358	+3%	+$219K	5.85%	3
2023 Q3	$7.32M	Buy	47,102 +2,962	+7%	+$480K	5.79%	3
2023 Q2	$7.17M	Buy	44,140 +1,151	+3%	+$180K	5.5%	4
2023 Q1	$6.62M	Buy	42,989 +3,122	+8%	+$478K	5.22%	4
2022 Q4	$6.05M	Buy	+39,867	New	+$5.94M	5.06%	4

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Kades & Cheifetz's VIG Position: Q4 2024 in Review

Kades & Cheifetz increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q4 2024, buying an estimated $347K and bringing the position to 57,053 shares worth $11.2M. The position accounts for 5.72% of the portfolio, ranked #2.

Kades & Cheifetz first reported a position in VIG in Q4 2022 and has held it in 9 quarters since. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Kades & Cheifetz held 57,053 shares of Vanguard Dividend Appreciation ETF worth $11.2M as of Q4 2024.
Kades & Cheifetz bought 1,737 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $347K.
Vanguard Dividend Appreciation ETF made up 5.72% of Kades & Cheifetz's portfolio in Q4 2024, its #2 holding.
Kades & Cheifetz first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 9 quarters since.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.