Prosperity Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prosperity Wealth Management’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	$222K	Buy	+1,009	New	+$220K	0.07%	228

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

Prosperity Wealth Management's VIG Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2025: 1,009 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #228 among its holdings.

2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Prosperity Wealth Management held 1,009 shares of Vanguard Dividend Appreciation ETF worth $222K as of Q4 2025.
Vanguard Dividend Appreciation ETF was a new Prosperity Wealth Management position in Q4 2025.
Vanguard Dividend Appreciation ETF made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #228 holding.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.