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SPC Financial Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SPC Financial Inc’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
Q3 		$9.8M Buy
45,399
+4
+0% +$840 0.77% 34
2025
Q2 		$9.29M Sell
45,395
-688
-1% -$133K 0.78% 32
2025
Q1 		$8.94M Buy
46,083
+160
+0.3% +$31.8K 0.79% 30
2024
Q4 		$8.99M Sell
45,923
-532
-1% -$106K 0.78% 29
2024
Q3 		$9.2M Sell
46,455
-1,425
-3% -$271K 0.81% 31
2024
Q2 		$8.74M Buy
47,880
+1,051
+2% +$189K 0.81% 32
2024
Q1 		$8.55M Sell
46,829
-2,035
-4% -$358K 0.8% 30
2023
Q4 		$8.33M Buy
48,864
+386
+0.8% +$62.1K 0.85% 30
2023
Q3 		$7.53M Buy
48,478
+456
+0.9% +$73.9K 0.85% 30
2023
Q2 		$7.8M Buy
48,022
+45,767
+2,030% +$7.17M 0.84% 29
2023
Q1 		$347K Hold
2,255
– – 0.04% 157
2022
Q4 		$342K Buy
2,255
+8
+0.4% +$1.19K 0.04% 155
2022
Q3 		$304K Sell
2,247
-23
-1% -$3.42K 0.04% 151
2022
Q2 		$326K Sell
2,270
-44
-2% -$6.7K 0.04% 155
2022
Q1 		$375K Buy
2,314
+712
+44% +$115K 0.04% 147
2021
Q4 		$275K Buy
1,602
+67
+4% +$11K 0.03% 162
2021
Q3 		$236K Hold
1,535
– – 0.03% 163
2021
Q2 		$238K Hold
1,535
– – 0.03% 158
2021
Q1 		$226K Hold
1,535
– – 0.03% 154
2020
Q4 		$217K Buy
+1,535
New +$208K 0.03% 153

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
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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPC Financial Inc's VIG Position: Q3 2025 in Review

SPC Financial Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.01% in Q3 2025, buying an estimated $840 and bringing the position to 45,399 shares worth $9.8M. The position accounts for 0.77% of the portfolio, ranked #34.

SPC Financial Inc first reported a position in VIG in Q4 2020 and has held it in 20 quarters since. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • SPC Financial Inc held 45,399 shares of Vanguard Dividend Appreciation ETF worth $9.8M as of Q3 2025.
  • SPC Financial Inc bought 4 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $840.
  • Vanguard Dividend Appreciation ETF made up 0.77% of SPC Financial Inc's portfolio in Q3 2025, its #34 holding.
  • SPC Financial Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.