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Principle Wealth Partners’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Principle Wealth Partners’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
Q1 		– Sell
-3,634
Closed -$291K – 349
2024
Q4 		$291K Hold
3,634
– – 0.02% 291
2024
Q3 		$321K Sell
3,634
-435
-11% -$36.9K 0.02% 273
2024
Q2 		$331K Sell
4,069
-319
-7% -$25.6K 0.03% 266
2024
Q1 		$358K Sell
4,388
-1,183
-21% -$94.8K 0.03% 258
2023
Q4 		$442K Sell
5,571
-2,896
-34% -$213K 0.04% 219
2023
Q3 		$604K Buy
8,467
+284
+3% +$21.1K 0.06% 185
2023
Q2 		$614K Sell
8,183
-1,603
-16% -$121K 0.06% 178
2023
Q1 		$721K Sell
9,786
-4,020
-29% -$291K 0.08% 159
2022
Q4 		$961K Sell
13,806
-4,007
-22% -$270K 0.11% 134
2022
Q3 		$1.1K Sell
17,813
-180,457
-91% -$12.3M 0.1% 114
2022
Q2 		$13.6M Sell
198,270
-13,945
-7% -$1.02M 1.64% 12
2022
Q1 		$16.8M Buy
212,215
+15,799
+8% +$1.26M 1.76% 10
2021
Q4 		$16.8M Buy
196,416
+9,150
+5% +$813K 1.76% 10
2021
Q3 		$16.3M Buy
187,266
+12,139
+7% +$1.08M 1.89% 9
2021
Q2 		$15.3M Buy
175,127
+6,399
+4% +$553K 1.74% 11
2021
Q1 		$14M Buy
168,728
+8,174
+5% +$681K 1.63% 13
2020
Q4 		$13.1M Buy
160,554
+7,144
+5% +$548K 1.72% 11
2020
Q3 		$11M Sell
153,410
-6,318
-4% -$451K 3.08% 7
2020
Q2 		$10.7M Sell
159,728
-10,807
-6% -$684K 3.15% 7
2020
Q1 		$9.95M Buy
170,535
+28,539
+20% +$1.93M 3.73% 6
2019
Q4 		$10.2M Buy
141,996
+15,561
+12% +$1.08M 3.27% 6
2019
Q3 		$8.42M Buy
126,435
+14,673
+13% +$977K 2.91% 6
2019
Q2 		$7.61M Buy
111,762
+12,851
+13% +$846K 3.91% 4
2019
Q1 		$6.39M Buy
98,911
+13,093
+15% +$810K 3.65% 4
2018
Q4 		$4.94M Buy
+85,818
New +$5.1M 4.15% 4

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Principle Wealth Partners's VIGI Position: Q1 2025 in Review

Principle Wealth Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2025, closing a stake of 3,634 shares — an estimated $291K sold.

Principle Wealth Partners first reported a position in VIGI in Q4 2018 and held it in 25 quarters. The position peaked at $16.8M in Q4 2021. 506 funds tracked by Wall St. Rank hold VIGI as of Q1 2025.

  • Principle Wealth Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 3,634 Vanguard International Dividend Appreciation ETF shares in Q1 2025, an estimated $291K.
  • Principle Wealth Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and held it in 25 quarters.
  • Principle Wealth Partners's Vanguard International Dividend Appreciation ETF position peaked at $16.8M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2025.

Based on Principle Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.