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Moser Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Moser Wealth Advisors’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 		$6.94M Buy
33,925
+244
+0.7% +$47.3K 3.33% 9
2025
Q1 		$6.53M Buy
33,681
+1,407
+4% +$280K 3.42% 9
2024
Q4 		$6.32M Buy
32,274
+756
+2% +$151K 3.29% 10
2024
Q3 		$6.24M Buy
31,518
+491
+2% +$93.5K 3.24% 10
2024
Q2 		$5.66M Buy
31,027
+1,399
+5% +$252K 3.08% 10
2024
Q1 		$5.41M Buy
29,628
+1,585
+6% +$278K 3.01% 10
2023
Q4 		$4.78M Sell
28,043
-1,247
-4% -$201K 3.05% 9
2023
Q3 		$4.55M Buy
29,290
+990
+3% +$160K 3.19% 9
2023
Q2 		$4.6M Buy
+28,300
New +$4.43M 3.09% 9
2022
Q4 		$4.5M Buy
29,613
+59
+0.2% +$8.79K 3.39% 9
2022
Q3 		$3.99M Sell
29,554
-349
-1% -$51.9K 3.12% 10
2022
Q2 		$4.29M Sell
29,903
-705
-2% -$107K 3.19% 10
2022
Q1 		$4.96M Buy
30,608
+919
+3% +$148K 3.1% 10
2021
Q4 		$5.1M Sell
29,689
-130
-0.4% -$21.4K 3.08% 9
2021
Q3 		$4.58M Buy
29,819
+1,094
+4% +$174K 2.93% 10
2021
Q2 		$4.45M Buy
28,725
+78
+0.3% +$12K 2.86% 9
2021
Q1 		$4.21M Buy
28,647
+1,105
+4% +$157K 2.96% 10
2020
Q4 		$3.89M Buy
27,542
+18
+0.1% +$2.44K 2.87% 10
2020
Q3 		$3.54M Sell
27,524
-750
-3% -$94.4K 2.82% 10
2020
Q2 		$3.31M Buy
28,274
+153
+0.5% +$17.4K 3.16% 8
2020
Q1 		$2.91M Buy
28,121
+690
+3% +$82.3K 3.38% 9
2019
Q4 		$3.42M Buy
+27,431
New +$3.32M 3.28% 9

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 $15.5B AUM 18.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Moser Wealth Advisors's VIG Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.72% in Q2 2025, buying an estimated $47.3K and bringing the position to 33,925 shares worth $6.94M. The position accounts for 3.33% of the portfolio, ranked #9.

Moser Wealth Advisors first reported a position in VIG in Q4 2019 and has held it in 22 quarters since. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Moser Wealth Advisors held 33,925 shares of Vanguard Dividend Appreciation ETF worth $6.94M as of Q2 2025.
  • Moser Wealth Advisors bought 244 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $47.3K.
  • Vanguard Dividend Appreciation ETF made up 3.33% of Moser Wealth Advisors's portfolio in Q2 2025, its #9 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.