Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-36,226
Closed -$7.84M – 1290
2025
Q3 		$7.84M Buy
36,226
+1,983
+6% +$416K 0.03% 368
2025
Q2 		$7.04M Buy
34,243
+1,930
+6% +$374K 0.03% 377
2025
Q1 		$6.27M Buy
32,313
+2,128
+7% +$423K 0.03% 361
2024
Q4 		$5.91M Buy
30,185
+5,541
+22% +$1.11M 0.03% 372
2024
Q3 		$446K Buy
24,644
+508
+2% +$96.7K ﹤0.01% 774
2024
Q2 		$4.43M Buy
+24,136
New +$4.34M 0.04% 303
2023
Q2 		– Sell
-3,502
Closed -$539K – 443
2023
Q1 		$539K Buy
3,502
+147
+4% +$22.5K 0.01% 340
2022
Q4 		$509K Sell
3,355
-95
-3% -$14.2K 0.01% 332
2022
Q3 		$466K Sell
3,450
-11
-0.3% -$1.64K 0.01% 327
2022
Q2 		$497K Sell
3,461
-39
-1% -$5.94K 0.01% 339
2022
Q1 		$568K Sell
3,500
-2,770
-44% -$447K 0.01% 332
2021
Q4 		$885K Buy
6,270
+2,837
+83% +$468K 0.02% 294
2021
Q3 		$527K Buy
3,433
+228
+7% +$36.3K 0.01% 349
2021
Q2 		$496K Sell
3,205
-176
-5% -$27K 0.01% 361
2021
Q1 		$497K Sell
3,381
-2,889
-46% -$411K 0.01% 339
2020
Q4 		$885K Buy
6,270
+197
+3% +$26.7K 0.02% 288
2020
Q3 		$781K Hold
6,073
– – 0.02% 279
2020
Q2 		$712K Buy
6,073
+269
+5% +$30.6K 0.02% 286
2020
Q1 		$600K Buy
5,804
+366
+7% +$43.7K 0.02% 285
2019
Q4 		$678K Buy
+5,438
New +$658K 0.02% 304

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's VIG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 36,226 shares — an estimated $7.84M sold.

Kovitz Investment Group Partners first reported a position in VIG in Q4 2019 and held it in 20 quarters. The position peaked at $7.84M in Q3 2025. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 36,226 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $7.84M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 20 quarters.
  • Kovitz Investment Group Partners's Vanguard Dividend Appreciation ETF position peaked at $7.84M in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.