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Oxford Financial Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Oxford Financial Group’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-112
Closed -$10K – 305
2025
Q3 		$10K Buy
+112
New +$9.98K ﹤0.01% 267

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Oxford Financial Group's VIGI Position: Q4 2025 in Review

Oxford Financial Group sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2025, closing a stake of 112 shares — an estimated $10K sold.

Oxford Financial Group first reported a position in VIGI in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 588 funds tracked by Wall St. Rank hold VIGI as of Q4 2025.

  • Oxford Financial Group reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • Oxford Financial Group sold 112 Vanguard International Dividend Appreciation ETF shares in Q4 2025, an estimated $10K.
  • Oxford Financial Group first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2025 and held it in 1 quarter.
  • Oxford Financial Group's Vanguard International Dividend Appreciation ETF position peaked at $10K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.