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Napatree Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Napatree Capital’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 		$246K Buy
1,267
+87
+7% +$17.3K 0.14% 176
2024
Q4 		$231K Buy
+1,180
New +$236K 0.14% 168

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 $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Napatree Capital's VIG Position: Q1 2025 in Review

Napatree Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.4% in Q1 2025, buying an estimated $17.3K and bringing the position to 1,267 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #176.

Napatree Capital first reported a position in VIG in Q4 2024 and has held it in 2 quarters since. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Napatree Capital held 1,267 shares of Vanguard Dividend Appreciation ETF worth $246K as of Q1 2025.
  • Napatree Capital bought 87 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $17.3K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Napatree Capital's portfolio in Q1 2025, its #176 holding.
  • Napatree Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.