Lane & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lane & 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 Q1	$378K	Buy	1,950 +3	+0.2%	+$597	0.2%	79
2024 Q4	$394K	Sell	1,947 -25	-1%	-$4.99K	0.2%	83
2024 Q3	$391K	Sell	1,972 -16	-0.8%	-$3.05K	0.21%	75
2024 Q2	$363K	Buy	1,988 +23	+1%	+$4.14K	0.21%	80
2024 Q1	$359K	Buy	1,965 +2	+0.1%	+$351	0.23%	77
2023 Q4	$334K	Sell	1,963 -85	-4%	-$13.7K	0.24%	73
2023 Q3	$318K	Buy	2,048 +729	+55%	+$118K	0.26%	76
2023 Q2	$214K	Hold	1,319	–	–	0.17%	96
2023 Q1	$203K	Hold	1,319	–	–	0.18%	93
2022 Q4	$200K	Buy	+1,319	New	+$197K	0.19%	89

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

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Lane & Associates's VIG Position: Q1 2025 in Review

Lane & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.15% in Q1 2025, buying an estimated $597 and bringing the position to 1,950 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #79.

Lane & Associates first reported a position in VIG in Q4 2022 and has held it in 10 quarters since. The position peaked at $394K in Q4 2024. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Lane & Associates held 1,950 shares of Vanguard Dividend Appreciation ETF worth $378K as of Q1 2025.
Lane & Associates bought 3 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $597.
Vanguard Dividend Appreciation ETF made up 0.2% of Lane & Associates's portfolio in Q1 2025, its #79 holding.
Lane & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Vanguard Dividend Appreciation ETF position peaked at $394K in Q4 2024.
2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.