Motiv8 Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Motiv8 Investments’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 Q4	$664K	Sell	3,022 -133	-4%	-$29.1K	0.36%	65
2025 Q3	$681K	Sell	3,155 -31	-1%	-$6.51K	0.36%	70
2025 Q2	$652K	Sell	3,186 -47	-1%	-$9.11K	0.4%	71
2025 Q1	$627K	Buy	3,233 +64	+2%	+$12.7K	0.42%	72
2024 Q4	$621K	Sell	3,169 -72	-2%	-$14.4K	0.44%	69
2024 Q3	$642K	Sell	3,241 -460	-12%	-$87.6K	0.43%	73
2024 Q2	$676K	Sell	3,701 -222	-6%	-$40K	0.5%	63
2024 Q1	$716K	Sell	3,923 -803	-17%	-$141K	0.56%	51
2023 Q4	$805K	Buy	+4,726	New	+$760K	0.72%	29

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Motiv8 Investments's VIG Position: Q4 2025 in Review

Motiv8 Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q4 2025, selling an estimated $29.1K and leaving 3,022 shares worth $664K. The position accounts for 0.36% of the portfolio, ranked #65.

Motiv8 Investments first reported a position in VIG in Q4 2023 and has held it in 9 quarters since. The position peaked at $805K in Q4 2023. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Motiv8 Investments held 3,022 shares of Vanguard Dividend Appreciation ETF worth $664K as of Q4 2025.
Motiv8 Investments sold 133 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $29.1K.
Vanguard Dividend Appreciation ETF made up 0.36% of Motiv8 Investments's portfolio in Q4 2025, its #65 holding.
Motiv8 Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 9 quarters since.
Motiv8 Investments's Vanguard Dividend Appreciation ETF position peaked at $805K in Q4 2023.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.