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Siligmueller & Norvid Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-6,097
Closed -$1.25M – 221
2025
Q2 		$1.25M Buy
6,097
+289
+5% +$56K 0.49% 39
2025
Q1 		$1.13M Sell
5,808
-3
-0.1% -$597 0.48% 39
2024
Q4 		$1.14M Buy
+5,811
New +$1.16M 0.49% 38

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

Siligmueller & Norvid Wealth Advisors's VIG Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 6,097 shares — an estimated $1.25M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in VIG in Q4 2024 and held it in 3 quarters. The position peaked at $1.25M in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 6,097 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $1.25M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.25M in Q2 2025.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.