Ransom Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ransom Advisory’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	$807K	Buy	+3,670	New	+$802K	0.32%	63
2025 Q1	–	Sell	-2,365	Closed	-$463K	–	415
2024 Q4	$463K	Sell	2,365 -600	-20%	-$120K	0.21%	84
2024 Q3	$587K	Hold	2,965	–	–	0.27%	71
2024 Q2	$541K	Buy	2,965 +625	+27%	+$112K	0.27%	72
2024 Q1	$427K	Buy	+2,340	New	+$411K	0.23%	90

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

Ransom Advisory's VIG Position: Q4 2025 in Review

Ransom Advisory opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2025: 3,670 shares worth $807K. The stake represents 0.32% of the portfolio and ranks #63 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in VIG as recently as Q4 2024.

Ransom Advisory first reported a position in VIG in Q1 2024 and has held it in 5 quarters since. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Ransom Advisory held 3,670 shares of Vanguard Dividend Appreciation ETF worth $807K as of Q4 2025.
Vanguard Dividend Appreciation ETF was a new Ransom Advisory position in Q4 2025.
Vanguard Dividend Appreciation ETF made up 0.32% of Ransom Advisory's portfolio in Q4 2025, its #63 holding.
Ransom Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 5 quarters since.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.