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

Palo Alto 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 Q3	$920K	Hold	4,205	–	–	0.27%	25
2025 Q2	$864K	Buy	4,205 +267	+7%	+$51.7K	0.33%	23
2025 Q1	$774K	Buy	3,938 +13	+0.3%	+$2.58K	0.3%	23
2024 Q4	$769K	Buy	3,925 +127	+3%	+$25.4K	0.27%	24
2024 Q3	$760K	Sell	3,798 -141	-4%	-$26.8K	0.31%	22
2024 Q2	$723K	Hold	3,939	–	–	0.5%	21
2024 Q1	$719K	Buy	3,939 +17	+0.4%	+$2.99K	0.51%	21
2023 Q4	$668K	Buy	3,922 +188	+5%	+$30.3K	0.51%	23
2023 Q3	$583K	Sell	3,734 -728	-16%	-$118K	0.49%	20
2023 Q2	$728K	Sell	4,462 -1,601	-26%	-$251K	0.58%	21
2023 Q1	$934K	Sell	6,063 -1,632	-21%	-$250K	0.75%	18
2022 Q4	$1.17M	Buy	+7,695	New	+$1.15M	1%	16

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

Palo Alto Wealth Advisors's VIG Position: Q3 2025 in Review

Palo Alto Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2025 at 4,205 shares worth $920K. The position accounts for 0.27% of the portfolio, ranked #25.

Palo Alto Wealth Advisors first reported a position in VIG in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2022. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Palo Alto Wealth Advisors held 4,205 shares of Vanguard Dividend Appreciation ETF worth $920K as of Q3 2025.
Palo Alto Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2025.
Vanguard Dividend Appreciation ETF made up 0.27% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #25 holding.
Palo Alto Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 12 quarters since.
Palo Alto Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.17M in Q4 2022.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.