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Martin Worley Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Martin Worley Group’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
Q2 		$1.65M Buy
8,076
+103
+1% +$20K 0.81% 35
2025
Q1 		$1.55M Sell
7,973
-102
-1% -$20.3K 0.88% 33
2024
Q4 		$1.58M Buy
+8,075
New +$1.61M 0.99% 32

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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Martin Worley Group's VIG Position: Q2 2025 in Review

Martin Worley Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2025, buying an estimated $20K and bringing the position to 8,076 shares worth $1.65M. The position accounts for 0.81% of the portfolio, ranked #35.

Martin Worley Group first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. 2,298 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Martin Worley Group held 8,076 shares of Vanguard Dividend Appreciation ETF worth $1.65M as of Q2 2025.
  • Martin Worley Group bought 103 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $20K.
  • Vanguard Dividend Appreciation ETF made up 0.81% of Martin Worley Group's portfolio in Q2 2025, its #35 holding.
  • Martin Worley Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.