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Stephens Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stephens Consulting’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
Q4 		$4.7M Buy
21,399
+156
+0.7% +$34.1K 1.52% 13
2025
Q3 		$4.58M Sell
21,243
-510
-2% -$107K 1.57% 13
2025
Q2 		$4.45M Buy
21,753
+18,385
+546% +$3.56M 1.06% 16
2025
Q1 		$653K Sell
3,368
-51
-1% -$10.1K 0.16% 50
2024
Q4 		$669K Sell
3,419
-55
-2% -$11K 0.17% 48
2024
Q3 		$688K Sell
3,474
-55
-2% -$10.5K 0.18% 47
2024
Q2 		$644K Sell
3,529
-147
-4% -$26.5K 0.18% 44
2024
Q1 		$671K Sell
3,676
-20
-0.5% -$3.51K 0.21% 39
2023
Q4 		$630K Sell
3,696
-85
-2% -$13.7K 0.21% 40
2023
Q3 		$588K Sell
3,781
-447
-11% -$72.5K 0.24% 41
2023
Q2 		$687K Sell
4,228
-22
-0.5% -$3.44K 0.27% 40
2023
Q1 		$655K Buy
4,250
+49
+1% +$7.51K 0.39% 38
2022
Q4 		$638K Buy
4,201
+671
+19% +$100K 0.42% 37
2022
Q3 		$477K Sell
3,530
-94
-3% -$14K 0.43% 34
2022
Q2 		$520K Buy
3,624
+195
+6% +$29.7K 0.42% 32
2022
Q1 		$556K Sell
3,429
-59
-2% -$9.52K 0.45% 33
2021
Q4 		$599K Buy
+3,488
New +$575K 0.5% 34

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

Stephens Consulting's VIG Position: Q4 2025 in Review

Stephens Consulting increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.73% in Q4 2025, buying an estimated $34.1K and bringing the position to 21,399 shares worth $4.7M. The position accounts for 1.52% of the portfolio, ranked #13.

Stephens Consulting first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • Stephens Consulting held 21,399 shares of Vanguard Dividend Appreciation ETF worth $4.7M as of Q4 2025.
  • Stephens Consulting bought 156 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $34.1K.
  • Vanguard Dividend Appreciation ETF made up 1.52% of Stephens Consulting's portfolio in Q4 2025, its #13 holding.
  • Stephens Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.