ORG Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ORG Partners’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	$1.53M	Buy	6,981 +239	+4%	+$52.2K	0.27%	79
2025 Q3	$1.45M	Hold	6,742	–	–	0.27%	84
2025 Q2	$1.39M	Sell	6,742 -891	-12%	-$173K	0.3%	75
2025 Q1	$1.48M	Buy	7,633 +3,568	+88%	+$709K	0.36%	58
2024 Q4	$796K	Buy	4,065 +3,558	+702%	+$710K	0.11%	136
2024 Q3	$100K	Buy	507 +492	+3,280%	+$93.7K	0.02%	381
2024 Q2	$2.73K	Buy	+15	New	+$2.7K	﹤0.01%	1472
2024 Q1	–	Sell	-30	Closed	-$5.11K	–	1082
2023 Q4	$5.11K	Buy	30 +15	+100%	+$2.41K	﹤0.01%	845
2023 Q3	$2.33K	Sell	15 -1	-6%	-$162	﹤0.01%	1056
2023 Q2	$2.6K	Buy	+16	New	+$2.51K	﹤0.01%	1181

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's VIG Position: Q4 2025 in Review

ORG Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q4 2025, buying an estimated $52.2K and bringing the position to 6,981 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #79.

ORG Partners first reported a position in VIG in Q2 2023 and has held it in 10 quarters since. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

ORG Partners held 6,981 shares of Vanguard Dividend Appreciation ETF worth $1.53M as of Q4 2025.
ORG Partners bought 239 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $52.2K.
Vanguard Dividend Appreciation ETF made up 0.27% of ORG Partners's portfolio in Q4 2025, its #79 holding.
ORG Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 10 quarters since.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.