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SAF
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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