Kathleen S. Wright Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kathleen S. Wright Associates’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 Q3	$789K	Buy	3,656 +73	+2%	+$15.3K	0.29%	62
2025 Q2	$733K	Hold	3,583	–	–	0.29%	64
2025 Q1	$695K	Buy	3,583 +3	+0.1%	+$597	0.29%	64
2024 Q4	$701K	Buy	3,580 +46	+1%	+$9.18K	0.29%	64
2024 Q3	$700K	Buy	3,534 +4	+0.1%	+$762	0.29%	64
2024 Q2	$644K	Buy	3,530 +1,077	+44%	+$194K	0.3%	63
2024 Q1	$448K	Sell	2,453 -929	-27%	-$163K	0.21%	78
2023 Q4	$576K	Sell	3,382 -227	-6%	-$36.5K	0.29%	61
2023 Q3	$561K	Buy	3,609 +3	+0.1%	+$486	0.31%	63
2023 Q2	$586K	Hold	3,606	–	–	0.37%	56
2023 Q1	$555K	Buy	3,606 +3	+0.1%	+$460	0.36%	59
2022 Q4	$547K	Buy	3,603 +543	+18%	+$80.9K	0.37%	58
2022 Q3	$414K	Buy	3,060 +3	+0.1%	+$446	0.34%	67
2022 Q2	$439K	Buy	3,057 +3	+0.1%	+$457	0.37%	58
2022 Q1	$495K	Buy	3,054 +2	+0.1%	+$323	0.36%	56
2021 Q4	$524K	Buy	+3,052	New	+$503K	0.39%	57

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kathleen S. Wright Associates's VIG Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q3 2025, buying an estimated $15.3K and bringing the position to 3,656 shares worth $789K. The position accounts for 0.29% of the portfolio, ranked #62.

Kathleen S. Wright Associates first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Kathleen S. Wright Associates held 3,656 shares of Vanguard Dividend Appreciation ETF worth $789K as of Q3 2025.
Kathleen S. Wright Associates bought 73 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $15.3K.
Vanguard Dividend Appreciation ETF made up 0.29% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #62 holding.
Kathleen S. Wright Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.