Stonegate Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stonegate Investment Group’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	$3.44M	Buy	15,960 +928	+6%	+$195K	0.08%	100
2025 Q2	$3.08M	Buy	15,032 +189	+1%	+$36.6K	0.08%	106
2025 Q1	$2.88M	Buy	14,843 +22	+0.1%	+$4.38K	0.08%	97
2024 Q4	$2.9M	Buy	14,821 +124	+0.8%	+$24.8K	0.08%	97
2024 Q3	$2.91M	Buy	14,697 +77	+0.5%	+$14.7K	0.08%	99
2024 Q2	$2.67M	Buy	14,620 +220	+2%	+$39.6K	0.08%	96
2024 Q1	$2.63M	Buy	14,400 +54	+0.4%	+$9.49K	0.08%	103
2023 Q4	$2.44M	Buy	14,346 +30	+0.2%	+$4.83K	0.08%	101
2023 Q3	$2.22M	Buy	14,316 +24	+0.2%	+$3.89K	0.08%	96
2023 Q2	$2.32M	Buy	14,292 +26	+0.2%	+$4.07K	0.08%	102
2023 Q1	$2.2M	Buy	14,266 +69	+0.5%	+$10.6K	0.08%	106
2022 Q4	$2.16M	Hold	14,197	–	–	0.09%	96
2022 Q3	$1.92M	Buy	14,197 +70	+0.5%	+$10.4K	0.09%	102
2022 Q2	$2.03M	Buy	+14,127	New	+$2.15M	0.09%	108

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stonegate Investment Group's VIG Position: Q3 2025 in Review

Stonegate Investment Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.2% in Q3 2025, buying an estimated $195K and bringing the position to 15,960 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #100.

Stonegate Investment Group first reported a position in VIG in Q2 2022 and has held it in 14 quarters since. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Stonegate Investment Group held 15,960 shares of Vanguard Dividend Appreciation ETF worth $3.44M as of Q3 2025.
Stonegate Investment Group bought 928 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $195K.
Vanguard Dividend Appreciation ETF made up 0.08% of Stonegate Investment Group's portfolio in Q3 2025, its #100 holding.
Stonegate Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 14 quarters since.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.