Robertson Stephens Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Robertson Stephens Wealth Management’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 Q3	–	Sell	-7,436	Closed	-$670K	–	578
2025 Q2	$670K	Sell	7,436 -2,255	-23%	-$195K	0.02%	324
2025 Q1	$804K	Buy	9,691 +1,391	+17%	+$116K	0.03%	290
2024 Q4	$664K	Buy	+8,300	New	+$697K	0.02%	317

Other funds holding VIGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Robertson Stephens Wealth Management's VIGI Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2025, closing a stake of 7,436 shares — an estimated $670K sold.

Robertson Stephens Wealth Management first reported a position in VIGI in Q4 2024 and held it in 3 quarters. The position peaked at $804K in Q1 2025. 543 funds tracked by Wall St. Rank hold VIGI as of Q3 2025.

Robertson Stephens Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 7,436 Vanguard International Dividend Appreciation ETF shares in Q3 2025, an estimated $670K.
Robertson Stephens Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2024 and held it in 3 quarters.
Robertson Stephens Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $804K in Q1 2025.
543 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.