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Maiden Cove Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Maiden Cove Capital’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 		$1.24M Buy
6,319
+13
+0.2% +$2.6K 1.89% 9
2024
Q3 		$1.25M Buy
6,306
+1,352
+27% +$257K 1.95% 10
2024
Q2 		$899K Buy
+4,954
New +$892K 1.95% 11

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Maiden Cove Capital's VIG Position: Q4 2024 in Review

Maiden Cove Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.21% in Q4 2024, buying an estimated $2.6K and bringing the position to 6,319 shares worth $1.24M. The position accounts for 1.89% of the portfolio, ranked #9.

Maiden Cove Capital first reported a position in VIG in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.25M in Q3 2024. 2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Maiden Cove Capital held 6,319 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q4 2024.
  • Maiden Cove Capital bought 13 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $2.6K.
  • Vanguard Dividend Appreciation ETF made up 1.89% of Maiden Cove Capital's portfolio in Q4 2024, its #9 holding.
  • Maiden Cove Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's Vanguard Dividend Appreciation ETF position peaked at $1.25M in Q3 2024.
  • 2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.