Lowe Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lowe Wealth Advisors’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	$682K	Hold	3,162	–	–	0.25%	35
2025 Q2	$647K	Sell	3,162 -148	-4%	-$28.7K	0.25%	35
2025 Q1	$642K	Buy	3,310 +770	+30%	+$153K	0.27%	32
2024 Q4	$497K	Buy	2,540 +15	+0.6%	+$3K	0.21%	33
2024 Q3	$500K	Hold	2,525	–	–	0.22%	34
2024 Q2	$461K	Buy	2,525 +2,448	+3,179%	+$441K	0.21%	32
2024 Q1	$14.1K	Buy	77 +25	+48%	+$4.39K	0.01%	189
2023 Q4	$8.86K	Hold	52	–	–	﹤0.01%	216
2023 Q3	$8.08K	Hold	52	–	–	﹤0.01%	210
2023 Q2	$8.45K	Hold	52	–	–	﹤0.01%	230
2023 Q1	$8.01K	Buy	+52	New	+$7.97K	﹤0.01%	223
2017 Q3	–	Sell	-331	Closed	-$31K	–	255
2017 Q2	$31K	Hold	331	–	–	0.02%	76
2017 Q1	$30K	Hold	331	–	–	0.02%	76
2016 Q4	$28K	Hold	331	–	–	0.02%	78
2016 Q3	$28K	Hold	331	–	–	0.02%	83
2016 Q2	$28K	Hold	331	–	–	0.02%	76
2016 Q1	$27K	Hold	331	–	–	0.02%	77
2015 Q4	$26K	Buy	+331	New	+$25.8K	0.02%	73

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

Lowe Wealth Advisors's VIG Position: Q3 2025 in Review

Lowe Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2025 at 3,162 shares worth $682K. The position accounts for 0.25% of the portfolio, ranked #35.

Lowe Wealth Advisors first reported a position in VIG in Q4 2015 and has held it in 18 quarters since. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Lowe Wealth Advisors held 3,162 shares of Vanguard Dividend Appreciation ETF worth $682K as of Q3 2025.
Lowe Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2025.
Vanguard Dividend Appreciation ETF made up 0.25% of Lowe Wealth Advisors's portfolio in Q3 2025, its #35 holding.
Lowe Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 18 quarters since.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.