Smith Anglin Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Smith Anglin Financial’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	$16M	Sell	78,064 -4,138	-5%	-$802K	1.45%	14
2025 Q1	$15.9M	Sell	82,202 -13,599	-14%	-$2.7M	1.69%	13
2024 Q4	$18.8M	Sell	95,801 -4,740	-5%	-$946K	1.76%	13
2024 Q3	$19.9M	Sell	100,541 -4,195	-4%	-$799K	1.92%	12
2024 Q2	$19.1M	Sell	104,736 -18,760	-15%	-$3.38M	1.93%	15
2024 Q1	$22.6M	Sell	123,496 -10,162	-8%	-$1.79M	2.33%	13
2023 Q4	$22.8M	Sell	133,658 -5,573	-4%	-$897K	2.61%	13
2023 Q3	$21.6M	Sell	139,231 -4,327	-3%	-$701K	2.63%	12
2023 Q2	$23.3M	Sell	143,558 -1,510	-1%	-$236K	2.83%	12
2023 Q1	$22.3M	Buy	145,068 +1,994	+1%	+$305K	3.33%	10
2022 Q4	$21.7M	Sell	143,074 -2,857	-2%	-$426K	4.1%	9
2022 Q3	$19.7M	Buy	145,931 +1,600	+1%	+$238K	4.16%	9
2022 Q2	$20.7M	Sell	144,331 -12,094	-8%	-$1.84M	6.05%	5
2022 Q1	$25.4M	Buy	156,425 +77,669	+99%	+$12.5M	5.88%	6
2021 Q4	$13.5M	Buy	78,756 +8,359	+12%	+$1.38M	2.31%	15
2021 Q3	$10.8M	Buy	70,397 +6,799	+11%	+$1.08M	2.11%	15
2021 Q2	$9.84M	Buy	63,598 +2,961	+5%	+$454K	1.9%	16
2021 Q1	$8.92M	Buy	60,637 +1,034	+2%	+$147K	1.93%	17
2020 Q4	$8.41M	Buy	+59,603	New	+$8.08M	1.51%	20

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Smith Anglin Financial's VIG Position: Q2 2025 in Review

Smith Anglin Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5% in Q2 2025, selling an estimated $802K and leaving 78,064 shares worth $16M. The position accounts for 1.45% of the portfolio, ranked #14.

Smith Anglin Financial first reported a position in VIG in Q4 2020 and has held it in 19 quarters since. The position peaked at $25.4M in Q1 2022. 2,298 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Smith Anglin Financial held 78,064 shares of Vanguard Dividend Appreciation ETF worth $16M as of Q2 2025.
Smith Anglin Financial sold 4,138 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $802K.
Vanguard Dividend Appreciation ETF made up 1.45% of Smith Anglin Financial's portfolio in Q2 2025, its #14 holding.
Smith Anglin Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's Vanguard Dividend Appreciation ETF position peaked at $25.4M in Q1 2022.
2,298 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.