SPW
VIG icon

Sonoma Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sonoma Private Wealth’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
Q1 		– Sell
-1,464
Closed -$287K – 86
2024
Q4 		$287K Sell
1,464
-6
-0.4% -$1.2K 0.46% 67
2024
Q3 		$291K Hold
1,470
– – 0.45% 76
2024
Q2 		$268K Buy
+1,470
New +$265K 0.44% 71

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sonoma Private Wealth's VIG Position: Q1 2025 in Review

Sonoma Private Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,464 shares — an estimated $287K sold.

Sonoma Private Wealth first reported a position in VIG in Q2 2024 and held it in 3 quarters. The position peaked at $291K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Sonoma Private Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 1,464 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $287K.
  • Sonoma Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 3 quarters.
  • Sonoma Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $291K in Q3 2024.
  • 2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Sonoma Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.