Rappaport Reiches Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rappaport Reiches Capital 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 Q1	$1.37M	Hold	7,076	–	–	0.34%	32
2024 Q4	$1.39M	Hold	7,076	–	–	0.36%	34
2024 Q3	$1.4M	Hold	7,076	–	–	0.37%	34
2024 Q2	$1.29M	Hold	7,076	–	–	0.38%	35
2024 Q1	$1.29M	Hold	7,076	–	–	0.4%	37
2023 Q4	$1.21M	Buy	7,076 +100	+1%	+$16.1K	0.44%	29
2023 Q3	$1.08M	Hold	6,976	–	–	0.46%	29
2023 Q2	$1.13M	Hold	6,976	–	–	0.47%	31
2023 Q1	$1.07M	Hold	6,976	–	–	0.48%	29
2022 Q4	$1.06M	Hold	6,976	–	–	0.52%	26
2022 Q3	$943K	Hold	6,976	–	–	0.48%	28
2022 Q2	$1M	Hold	6,976	–	–	0.5%	27
2022 Q1	$1.13M	Hold	6,976	–	–	0.6%	25
2021 Q4	$1.2M	Hold	6,976	–	–	1.03%	18
2021 Q3	$1.07M	Sell	6,976 -64	-0.9%	-$10.2K	1.06%	16
2021 Q2	$1.09M	Buy	+7,040	New	+$1.08M	1.15%	14

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Rappaport Reiches Capital Management's VIG Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2025 at 7,076 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #32.

Rappaport Reiches Capital Management first reported a position in VIG in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.4M in Q3 2024. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Rappaport Reiches Capital Management held 7,076 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q1 2025.
Rappaport Reiches Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2025.
Vanguard Dividend Appreciation ETF made up 0.34% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #32 holding.
Rappaport Reiches Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.4M in Q3 2024.
2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.