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Kirr Marbach & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kirr Marbach & 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
-3,191
Closed -$619K – 58
2025
Q1 		$619K Buy
+3,191
New +$635K 0.14% 44

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 $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Kirr Marbach & Co's VIG Position: Q2 2025 in Review

Kirr Marbach & Co sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 3,191 shares — an estimated $619K sold.

Kirr Marbach & Co first reported a position in VIG in Q1 2025 and held it in 1 quarter. The position peaked at $619K in Q1 2025. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Kirr Marbach & Co reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • Kirr Marbach & Co sold 3,191 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $619K.
  • Kirr Marbach & Co first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and held it in 1 quarter.
  • Kirr Marbach & Co's Vanguard Dividend Appreciation ETF position peaked at $619K in Q1 2025.
  • 2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Kirr Marbach & Co's 13F filing for Q2 2025, filed 16 Jul 2025.