Michael A Dubis Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Michael A Dubis Financial Planning’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	$990K	Buy	5,105 +1	+0%	+$199	0.96%	19
2024 Q4	$999K	Buy	+5,104	New	+$1.02M	0.97%	20

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

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

Michael A Dubis Financial Planning's VIG Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q1 2025, buying an estimated $199 and bringing the position to 5,105 shares worth $990K. The position accounts for 0.96% of the portfolio, ranked #19.

Michael A Dubis Financial Planning first reported a position in VIG in Q4 2024 and has held it in 2 quarters since. The position peaked at $999K in Q4 2024. 2,290 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Michael A Dubis Financial Planning held 5,105 shares of Vanguard Dividend Appreciation ETF worth $990K as of Q1 2025.
Michael A Dubis Financial Planning bought 1 Vanguard Dividend Appreciation ETF share in Q1 2025, an estimated $199.
Vanguard Dividend Appreciation ETF made up 0.96% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #19 holding.
Michael A Dubis Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 2 quarters since.
Michael A Dubis Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $999K in Q4 2024.
2,290 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.