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 		$602K Buy
2,800
+400
+17% +$89.2K ﹤0.01% 3060
2025
Q4 		$527K Buy
2,400
+2,000
+500% +$437K ﹤0.01% 3256
2025
Q3 		$86K Sell
400
-800
-67% -$168K ﹤0.01% 5931
2025
Q2 		$245K Buy
1,200
+400
+50% +$77.5K ﹤0.01% 4287
2025
Q1 		$155K Sell
800
-5,200
-87% -$1.03M ﹤0.01% 4602
2024
Q4 		$1.17M Sell
6,000
-1,000
-14% -$200K ﹤0.01% 2682
2024
Q3 		$1.39M Buy
7,000
+6,500
+1,300% +$1.24M ﹤0.01% 2599
2024
Q2 		$91K Sell
500
-2,000
-80% -$360K ﹤0.01% 5480
2024
Q1 		$456K Sell
2,500
-18,000
-88% -$3.16M ﹤0.01% 3950
2023
Q4 		$3.49M Buy
20,500
+15,800
+336% +$2.54M ﹤0.01% 1859
2023
Q3 		$730K Buy
4,700
+2,700
+135% +$438K ﹤0.01% 3002
2023
Q2 		$324K Buy
2,000
+200
+11% +$31.3K ﹤0.01% 3748
2023
Q1 		$277K Sell
1,800
-100
-5% -$15.3K ﹤0.01% 3935
2022
Q4 		$288K Sell
1,900
-1,300
-41% -$194K ﹤0.01% 3791
2022
Q3 		$432K Sell
3,200
-2,900
-48% -$432K ﹤0.01% 3636
2022
Q2 		$875K Sell
6,100
-9,000
-60% -$1.37M ﹤0.01% 2773
2022
Q1 		$2.45M Buy
15,100
+2,000
+15% +$323K ﹤0.01% 1898
2021
Q4 		$2.25M Sell
13,100
-7,600
-37% -$1.25M ﹤0.01% 1915
2021
Q3 		$3.22M Hold
20,700
– – ﹤0.01% 1603
2021
Q2 		$3.2M Buy
20,700
+20,425
+7,427% +$3.13M ﹤0.01% 1601
2021
Q1 		$4.04M Sell
275
-510
-65% -$72.5K 0.01% 990
2020
Q4 		$11.1M Sell
785
-782
-50% -$106K 0.01% 540
2020
Q3 		$20.2M Buy
1,567
+1,025
+189% +$129K 0.03% 337
2020
Q2 		$6.35M Buy
542
+409
+308% +$46.6K 0.01% 715
2020
Q1 		$1.38M Sell
133
-761
-85% -$90.8K ﹤0.01% 1597
2019
Q4 		$11.1M Buy
894
+813
+1,004% +$98.4K 0.02% 427
2019
Q3 		$968K Buy
81
+73
+913% +$8.61K ﹤0.01% 1961
2019
Q2 		$92K Sell
8
-1
-11% -$112 ﹤0.01% 4275
2019
Q1 		$98K Sell
9
-19
-68% -$2K ﹤0.01% 4345
2018
Q4 		$274K Buy
28
+15
+115% +$1.56K ﹤0.01% 2815
2018
Q3 		$143K Sell
13
-5
-28% -$537 ﹤0.01% 4038
2018
Q2 		$182K Buy
18
+4
+29% +$408 ﹤0.01% 3608
2018
Q1 		$2K Sell
14
-49
-78% -$5.08K ﹤0.01% 5361
2017
Q4 		$5K Sell
63
-27
-30% -$2.66K ﹤0.01% 4573
2017
Q3 		$7K Buy
90
+37
+70% +$3.45K ﹤0.01% 4133
2017
Q2 		$7K Buy
+53
New +$4.86K ﹤0.01% 4334
2017
Q1 		– Sell
-14
Closed -$5K – 6838
2016
Q4 		$5K Buy
+14
New +$1.18K ﹤0.01% 4402
2016
Q3 		– Sell
-69
Closed -$2K – 6509
2016
Q2 		$2K Buy
69
+13
+23% +$1.06K ﹤0.01% 5031
2016
Q1 		$3K Buy
+56
New +$4.29K ﹤0.01% 4546

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.