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Passumpsic Savings Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Passumpsic Savings Bank’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 		$1.11M Buy
+5,055
New +$1.1M 0.61% 47
2024
Q4 		$821K Buy
4,192
+45
+1% +$8.98K 0.51% 50
2024
Q3 		$821K Buy
4,147
+95
+2% +$18.1K 0.54% 49
2024
Q2 		$740K Buy
4,052
+348
+9% +$62.6K 0.53% 47
2024
Q1 		$676K Buy
+3,704
New +$651K 0.43% 55

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Passumpsic Savings Bank's VIG Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2025: 5,055 shares worth $1.11M. The stake represents 0.61% of the portfolio and ranks #47 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in VIG as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in VIG in Q1 2024 and has held it in 5 quarters since. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Passumpsic Savings Bank held 5,055 shares of Vanguard Dividend Appreciation ETF worth $1.11M as of Q4 2025.
  • Vanguard Dividend Appreciation ETF was a new Passumpsic Savings Bank position in Q4 2025.
  • Vanguard Dividend Appreciation ETF made up 0.61% of Passumpsic Savings Bank's portfolio in Q4 2025, its #47 holding.
  • Passumpsic Savings Bank first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.