Madison Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Madison Investment 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
2024 Q4	$8.64M	Buy	+44,126	New	+$8.81M	0.1%	140

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Investment Advisors's VIG Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2024: 44,126 shares worth $8.64M. The stake represents 0.1% of the portfolio and ranks #140 among its holdings.

2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Madison Investment Advisors held 44,126 shares of Vanguard Dividend Appreciation ETF worth $8.64M as of Q4 2024.
Vanguard Dividend Appreciation ETF was a new Madison Investment Advisors position in Q4 2024.
Vanguard Dividend Appreciation ETF made up 0.1% of Madison Investment Advisors's portfolio in Q4 2024, its #140 holding.
2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.