Sanctuary Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sanctuary Wealth 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
2024 Q4	$148K	Hold	754	–	–	0.1%	54
2024 Q3	$149K	Hold	754	–	–	0.11%	53
2024 Q2	$138K	Hold	754	–	–	0.1%	55
2024 Q1	$138K	Hold	754	–	–	0.11%	54
2023 Q4	$128K	Hold	754	–	–	0.12%	54
2023 Q3	$117K	Hold	754	–	–	0.13%	46
2023 Q2	$122K	Buy	+754	New	+$118K	0.13%	44
2022 Q4	$114K	Buy	+754	New	+$112K	0.13%	40
2022 Q2	–	Sell	-1,324	Closed	-$215K	–	39
2022 Q1	$215K	Hold	1,324	–	–	0.24%	34
2021 Q4	$227K	Buy	+1,324	New	+$218K	0.24%	34

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sanctuary Wealth Management's VIG Position: Q4 2024 in Review

Sanctuary Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2024 at 754 shares worth $148K. The position accounts for 0.1% of the portfolio, ranked #54.

Sanctuary Wealth Management first reported a position in VIG in Q4 2021 and has held it in 10 quarters since. The position peaked at $227K in Q4 2021. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Sanctuary Wealth Management held 754 shares of Vanguard Dividend Appreciation ETF worth $148K as of Q4 2024.
Sanctuary Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2024.
Vanguard Dividend Appreciation ETF made up 0.1% of Sanctuary Wealth Management's portfolio in Q4 2024, its #54 holding.
Sanctuary Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
Sanctuary Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $227K in Q4 2021.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.