Simplex Trading
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Simplex Trading’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Simplex Trading’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
2026
Q1 		$7.59M Sell
35,300
-1,200
-3% -$268K 0.01% 830
2025
Q4 		$8.02M Sell
36,500
-11,900
-25% -$2.6M ﹤0.01% 988
2025
Q3 		$10.4M Buy
48,400
+22,100
+84% +$4.64M 0.01% 945
2025
Q2 		$5.38M Sell
26,300
-14,700
-36% -$2.85M ﹤0.01% 1287
2025
Q1 		$7.95M Sell
41,000
-3,100
-7% -$616K 0.01% 1018
2024
Q4 		$8.64M Buy
44,100
+20,600
+88% +$4.11M ﹤0.01% 1122
2024
Q3 		$4.65M Buy
23,500
+6,300
+37% +$1.2M ﹤0.01% 1545
2024
Q2 		$3.14M Sell
17,200
-7,600
-31% -$1.37M ﹤0.01% 1799
2024
Q1 		$4.53M Buy
24,800
+8,300
+50% +$1.46M ﹤0.01% 1681
2023
Q4 		$2.81M Buy
16,500
+7,700
+88% +$1.24M ﹤0.01% 2066
2023
Q3 		$1.37M Sell
8,800
-5,300
-38% -$859K ﹤0.01% 2390
2023
Q2 		$2.29M Sell
14,100
-33,000
-70% -$5.17M ﹤0.01% 1866
2023
Q1 		$7.25M Sell
47,100
-12,600
-21% -$1.93M 0.01% 1066
2022
Q4 		$9.06M Sell
59,700
-38,500
-39% -$5.74M 0.01% 893
2022
Q3 		$13.3M Sell
98,200
-4,400
-4% -$655K 0.02% 673
2022
Q2 		$14.7M Buy
102,600
+40,700
+66% +$6.19M 0.02% 636
2022
Q1 		$10M Sell
61,900
-26,900
-30% -$4.34M 0.01% 839
2021
Q4 		$15.3M Buy
88,800
+73,300
+473% +$12.1M 0.02% 606
2021
Q3 		$2.41M Hold
15,500
– – ﹤0.01% 1923
2021
Q2 		$2.4M Buy
15,500
+15,420
+19,275% +$2.37M ﹤0.01% 1930
2021
Q1 		$1.18M Sell
80
-265
-77% -$37.7K ﹤0.01% 2213
2020
Q4 		$4.87M Buy
345
+53
+18% +$7.18K 0.01% 1007
2020
Q3 		$3.76M Buy
292
+105
+56% +$13.2K 0.01% 1058
2020
Q2 		$2.19M Buy
187
+29
+18% +$3.3K ﹤0.01% 1440
2020
Q1 		$1.63M Buy
158
+97
+159% +$11.6K ﹤0.01% 1446
2019
Q4 		$760K Sell
61
-289
-83% -$35K ﹤0.01% 2342
2019
Q3 		$4.18M Buy
350
+235
+204% +$27.7K 0.01% 818
2019
Q2 		$1.32M Sell
115
-8
-7% -$897 ﹤0.01% 1653
2019
Q1 		$1.35M Sell
123
-106
-46% -$11.2K ﹤0.01% 1726
2018
Q4 		$2.24M Buy
229
+194
+554% +$20.2K 0.01% 1011
2018
Q3 		$387K Sell
35
-115
-77% -$12.4K ﹤0.01% 2893
2018
Q2 		$1.52M Sell
150
-83
-36% -$8.46K 0.01% 1376
2018
Q1 		$54K Buy
233
+22
+10% +$2.28K ﹤0.01% 2363
2017
Q4 		$53K Buy
211
+145
+220% +$14.3K ﹤0.01% 2398
2017
Q3 		$13K Buy
66
+51
+340% +$4.76K ﹤0.01% 3565
2017
Q2 		$2K Sell
15
-197
-93% -$18.1K ﹤0.01% 5358
2017
Q1 		$56K Buy
212
+194
+1,078% +$17.2K ﹤0.01% 2259
2016
Q4 		$3K Buy
18
+1
+6% +$84 ﹤0.01% 4829
2016
Q3 		$2K Sell
17
-131
-89% -$11.1K ﹤0.01% 5064
2016
Q2 		$16K Buy
148
+120
+429% +$9.8K ﹤0.01% 3116
2016
Q1 		$8K Buy
+28
New +$2.15K ﹤0.01% 3714
2015
Q2 		– Sell
-52
Closed -$1K – 5915
2015
Q1 		$1K Buy
+52
New +$4.22K ﹤0.01% 4627

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
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplex Trading's VIG Position: Q1 2024 in Review

Simplex Trading sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 19,906 shares — an estimated $3.5M sold.

Simplex Trading first reported a position in VIG in Q2 2015 and held it in 16 quarters. The position peaked at $3.39M in Q4 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Simplex Trading reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Simplex Trading sold 19,906 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $3.5M.
  • Simplex Trading first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and held it in 16 quarters.
  • Simplex Trading's Vanguard Dividend Appreciation ETF position peaked at $3.39M in Q4 2023.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.