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

Kathleen S. Wright Associates’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.15M Buy
79,851
+907
+1% +$80.8K 2.65% 9
2025
Q2 		$7.11M Buy
78,944
+2,504
+3% +$216K 2.78% 7
2025
Q1 		$6.34M Buy
76,440
+2,510
+3% +$209K 2.62% 8
2024
Q4 		$5.91M Buy
73,930
+554
+0.8% +$46.5K 2.46% 9
2024
Q3 		$6.48M Buy
73,376
+186
+0.3% +$15.8K 2.67% 8
2024
Q2 		$5.95M Buy
73,190
+12,919
+21% +$1.04M 2.73% 8
2024
Q1 		$4.91M Buy
60,271
+215
+0.4% +$17.2K 2.31% 10
2023
Q4 		$4.76M Sell
60,056
-1,471
-2% -$108K 2.42% 10
2023
Q3 		$4.39M Buy
61,527
+342
+0.6% +$25.4K 2.46% 10
2023
Q2 		$4.59M Buy
61,185
+1,843
+3% +$139K 2.93% 10
2023
Q1 		$4.37M Buy
59,342
+275
+0.5% +$19.9K 2.87% 10
2022
Q4 		$4.11M Buy
59,067
+18,317
+45% +$1.23M 2.79% 9
2022
Q3 		$2.53M Buy
40,750
+14,605
+56% +$998K 2.05% 14
2022
Q2 		$1.79M Buy
26,145
+4,940
+23% +$362K 1.51% 20
2022
Q1 		$1.68M Buy
21,205
+10,676
+101% +$851K 1.22% 25
2021
Q4 		$899K Buy
+10,529
New +$935K 0.66% 39

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kathleen S. Wright Associates increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 1.1% in Q3 2025, buying an estimated $80.8K and bringing the position to 79,851 shares worth $7.15M. The position accounts for 2.65% of the portfolio, ranked #9.

Kathleen S. Wright Associates first reported a position in VIGI in Q4 2021 and has held it in 16 quarters since. 541 funds tracked by Wall St. Rank hold VIGI as of Q3 2025.

  • Kathleen S. Wright Associates held 79,851 shares of Vanguard International Dividend Appreciation ETF worth $7.15M as of Q3 2025.
  • Kathleen S. Wright Associates bought 907 Vanguard International Dividend Appreciation ETF shares in Q3 2025, an estimated $80.8K.
  • Vanguard International Dividend Appreciation ETF made up 2.65% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #9 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
  • 541 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2025.

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