Semmax Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Semmax Financial Advisors’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	$14.9K	Buy	+72	New	+$14K	﹤0.01%	236
2022 Q4	$8K	Hold	54	–	–	﹤0.01%	182
2022 Q3	$8K	Buy	+54	New	+$8.04K	﹤0.01%	173
2020 Q2	–	Sell	-269	Closed	-$28K	–	300
2020 Q1	$28K	Buy	+269	New	+$32.1K	0.02%	125

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

Semmax Financial Advisors's VIG Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2025: 72 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Semmax Financial Advisors previously reported a position in VIG as recently as Q4 2022.

Semmax Financial Advisors first reported a position in VIG in Q1 2020 and has held it in 4 quarters since. The position peaked at $28K in Q1 2020. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Semmax Financial Advisors held 72 shares of Vanguard Dividend Appreciation ETF worth $14.9K as of Q2 2025.
Vanguard Dividend Appreciation ETF was a new Semmax Financial Advisors position in Q2 2025.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #236 holding.
Semmax Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 4 quarters since.
Semmax Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $28K in Q1 2020.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.