SCP
VIG icon

Shorepoint Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Shorepoint Capital Partners’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
Q3 		$288K Buy
+1,336
New +$281K 0.06% 94
2025
Q1 		$339K Buy
1,746
+22
+1% +$4.38K 0.08% 90
2024
Q4 		$338K Buy
1,724
+29
+2% +$5.79K 0.08% 91
2024
Q3 		$336K Sell
1,695
-95
-5% -$18.1K 0.08% 88
2024
Q2 		$327K Buy
1,790
+177
+11% +$31.9K 0.08% 90
2024
Q1 		$294K Buy
1,613
+58
+4% +$10.2K 0.07% 88
2023
Q4 		$265K Buy
1,555
+7
+0.5% +$1.13K 0.07% 90
2023
Q3 		$241K Buy
1,548
+1
+0.1% +$162 0.07% 98
2023
Q2 		$251K Buy
1,547
+10
+0.7% +$1.57K 0.07% 101
2023
Q1 		$237K Buy
1,537
+84
+6% +$12.9K 0.07% 111
2022
Q4 		$221K Buy
+1,453
New +$217K 0.06% 131
2022
Q3 		– Sell
-1,424
Closed -$204K – 80
2022
Q2 		$204K Sell
1,424
-124
-8% -$18.9K 0.09% 78
2022
Q1 		$251K Buy
1,548
+40
+3% +$6.45K 0.1% 73
2021
Q4 		$259K Buy
1,508
+2
+0.1% +$330 0.11% 73
2021
Q3 		$231K Buy
+1,506
New +$240K 0.1% 76

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shorepoint Capital Partners's VIG Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2025: 1,336 shares worth $288K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in VIG as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in VIG in Q3 2021 and has held it in 15 quarters since. The position peaked at $339K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Shorepoint Capital Partners held 1,336 shares of Vanguard Dividend Appreciation ETF worth $288K as of Q3 2025.
  • Vanguard Dividend Appreciation ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Shorepoint Capital Partners's portfolio in Q3 2025, its #94 holding.
  • Shorepoint Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 15 quarters since.
  • Shorepoint Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $339K in Q1 2025.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.