STAR Financial Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

STAR Financial Bank’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	–	Sell	-1,185	Closed	-$230K	–	116
2025 Q1	$230K	Sell	1,185 -20	-2%	-$3.98K	0.17%	96
2024 Q4	$236K	Hold	1,205	–	–	0.17%	96
2024 Q3	$239K	Sell	1,205 -103	-8%	-$19.6K	0.16%	110
2024 Q2	$239K	Sell	1,308 -43	-3%	-$7.74K	0.18%	105
2024 Q1	$247K	Hold	1,351	–	–	0.21%	85
2023 Q4	$230K	Sell	1,351 -830	-38%	-$134K	0.21%	86
2023 Q3	$339K	Hold	2,181	–	–	0.35%	69
2023 Q2	$354K	Sell	2,181 -125	-5%	-$19.6K	0.33%	71
2023 Q1	$355K	Sell	2,306 -866	-27%	-$133K	0.35%	66
2022 Q4	$482K	Buy	+3,172	New	+$473K	0.48%	53

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

STAR Financial Bank's VIG Position: Q2 2025 in Review

STAR Financial Bank sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,185 shares — an estimated $230K sold.

STAR Financial Bank first reported a position in VIG in Q4 2022 and held it in 10 quarters. The position peaked at $482K in Q4 2022. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

STAR Financial Bank reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
STAR Financial Bank sold 1,185 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $230K.
STAR Financial Bank first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 10 quarters.
STAR Financial Bank's Vanguard Dividend Appreciation ETF position peaked at $482K in Q4 2022.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on STAR Financial Bank's 13F filing for Q2 2025, filed 14 Aug 2025.