Rodgers Brothers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rodgers Brothers’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 Q2	–	Sell	-1,190	Closed	-$231K	–	246
2025 Q1	$231K	Hold	1,190	–	–	0.03%	217
2024 Q4	$233K	Buy	+1,190	New	+$238K	0.03%	218

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

Rodgers Brothers's VIG Position: Q2 2025 in Review

Rodgers Brothers sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,190 shares — an estimated $231K sold.

Rodgers Brothers first reported a position in VIG in Q4 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Rodgers Brothers reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Rodgers Brothers sold 1,190 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $231K.
Rodgers Brothers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 2 quarters.
Rodgers Brothers's Vanguard Dividend Appreciation ETF position peaked at $233K in Q4 2024.
2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Rodgers Brothers's 13F filing for Q2 2025, filed 14 Aug 2025.