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Ross\Johnson & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ross\Johnson & Associates’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
Closed -$194 – 342
2025
Q1 		$194 Buy
+1
New +$199 ﹤0.01% 319

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ross\Johnson & Associates's VIG Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1 share — an estimated $194 sold.

Ross\Johnson & Associates first reported a position in VIG in Q1 2025 and held it in 1 quarter. The position peaked at $194 in Q1 2025. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 1 Vanguard Dividend Appreciation ETF share in Q2 2025, an estimated $194.
  • Ross\Johnson & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's Vanguard Dividend Appreciation ETF position peaked at $194 in Q1 2025.
  • 2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.