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Marcum Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marcum Wealth’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 		$6.06M Sell
31,256
-41
-0.1% -$8.15K 0.52% 27
2024
Q4 		$6.13M Buy
31,297
+33
+0.1% +$6.59K 0.53% 28
2024
Q3 		$6.19M Sell
31,264
-74
-0.2% -$14.1K 0.58% 24
2024
Q2 		$5.72M Sell
31,338
-702
-2% -$126K 0.57% 24
2024
Q1 		$5.85M Buy
32,040
+867
+3% +$152K 0.59% 23
2023
Q4 		$5.31M Buy
31,173
+888
+3% +$143K 0.57% 21
2023
Q3 		$4.71M Sell
30,285
-39
-0.1% -$6.32K 0.57% 20
2023
Q2 		$4.93M Sell
30,324
-238
-0.8% -$37.3K 0.58% 21
2023
Q1 		$4.71M Buy
30,562
+1,808
+6% +$277K 0.59% 19
2022
Q4 		$4.37M Buy
28,754
+132
+0.5% +$19.7K 0.58% 22
2022
Q3 		$3.87M Buy
28,622
+6,503
+29% +$968K 0.59% 19
2022
Q2 		$3.17M Buy
22,119
+84
+0.4% +$12.8K 0.47% 22
2022
Q1 		$3.57M Buy
22,035
+4
+0% +$645 0.49% 23
2021
Q4 		$3.78M Buy
22,031
+59
+0.3% +$9.72K 0.53% 24
2021
Q3 		$3.38M Buy
21,972
+2
+0% +$319 0.53% 22
2021
Q2 		$3.4M Buy
21,970
+1
+0% +$153 0.55% 22
2021
Q1 		$3.23M Sell
21,969
-487
-2% -$69.3K 0.53% 23
2020
Q4 		$3.17M Buy
22,456
+4,555
+25% +$617K 0.74% 16
2020
Q3 		$2.3M Sell
17,901
-1,620
-8% -$204K 0.71% 21
2020
Q2 		$2.29M Sell
19,521
-38,474
-66% -$4.38M 0.7% 24
2020
Q1 		$6M Buy
57,995
+3,813
+7% +$455K 2.32% 10
2019
Q4 		$6.75M Buy
+54,182
New +$6.56M 2.53% 11

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Marcum Wealth's VIG Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.13% in Q1 2025, selling an estimated $8.15K and leaving 31,256 shares worth $6.06M. The position accounts for 0.52% of the portfolio, ranked #27.

Marcum Wealth first reported a position in VIG in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.75M in Q4 2019. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Marcum Wealth held 31,256 shares of Vanguard Dividend Appreciation ETF worth $6.06M as of Q1 2025.
  • Marcum Wealth sold 41 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $8.15K.
  • Vanguard Dividend Appreciation ETF made up 0.52% of Marcum Wealth's portfolio in Q1 2025, its #27 holding.
  • Marcum Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Dividend Appreciation ETF position peaked at $6.75M in Q4 2019.
  • 2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.