MWM
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Merriman Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Merriman Wealth Management’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 		$584K Sell
2,982
-9
-0.3% -$1.8K 0.02% 125
2024
Q3 		$595K Sell
2,991
-74
-2% -$14.1K 0.02% 135
2024
Q2 		$562K Hold
3,065
– – 0.02% 134
2024
Q1 		$560K Hold
3,065
– – 0.02% 129
2023
Q4 		$522K Sell
3,065
-2
-0.1% -$322 0.03% 127
2023
Q3 		$479K Sell
3,067
-41
-1% -$6.65K 0.02% 121
2023
Q2 		$507K Sell
3,108
-44
-1% -$6.89K 0.03% 141
2023
Q1 		$485K Sell
3,152
-615
-16% -$94.2K 0.03% 135
2022
Q4 		$572K Sell
3,767
-1,429
-28% -$213K 0.03% 132
2022
Q3 		$702K Sell
5,196
-174
-3% -$25.9K 0.05% 82
2022
Q2 		$770K Buy
5,370
+197
+4% +$30K 0.05% 78
2022
Q1 		$839K Buy
5,173
+48
+0.9% +$7.74K 0.07% 92
2021
Q4 		$880K Buy
5,125
+258
+5% +$42.5K 0.06% 114
2021
Q3 		$748K Buy
4,867
+1,800
+59% +$287K 0.06% 115
2021
Q2 		$475K Sell
3,067
-100
-3% -$15.3K 0.04% 162
2021
Q1 		$466K Buy
3,167
+100
+3% +$14.2K 0.05% 136
2020
Q4 		$433K Buy
3,067
+2
+0.1% +$271 0.05% 151
2020
Q3 		$394K Sell
3,065
-49
-2% -$6.17K 0.06% 118
2020
Q2 		$365K Buy
3,114
+12
+0.4% +$1.37K 0.06% 124
2020
Q1 		$321K Sell
3,102
-600
-16% -$71.6K 0.07% 115
2019
Q4 		$462K Sell
3,702
-64
-2% -$7.74K 0.09% 129
2019
Q3 		$450K Buy
3,766
+24
+0.6% +$2.83K 0.09% 120
2019
Q2 		$4.34K Sell
3,742
-242
-6% -$27.1K 0.08% 132
2019
Q1 		$437K Hold
3,984
– – 0.08% 144
2018
Q4 		$390K Buy
3,984
+87
+2% +$9.07K 0.08% 102
2018
Q3 		$431K Buy
3,897
+4
+0.1% +$430 0.09% 120
2018
Q2 		$396K Sell
3,893
-210
-5% -$21.4K 0.09% 123
2018
Q1 		$415K Sell
4,103
-3
-0.1% -$311 0.11% 134
2017
Q4 		$419K Sell
4,106
-340
-8% -$33.5K 0.1% 123
2017
Q3 		$421K Buy
+4,446
New +$415K 0.1% 113

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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

Merriman Wealth Management's VIG Position: Q4 2024 in Review

Merriman Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q4 2024, selling an estimated $1.8K and leaving 2,982 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #125.

Merriman Wealth Management first reported a position in VIG in Q3 2017 and has held it in 30 quarters since. The position peaked at $880K in Q4 2021. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Merriman Wealth Management held 2,982 shares of Vanguard Dividend Appreciation ETF worth $584K as of Q4 2024.
  • Merriman Wealth Management sold 9 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $1.8K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #125 holding.
  • Merriman Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $880K in Q4 2021.
  • 2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.