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Sugarloaf Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Sugarloaf Wealth Management’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$29.9M Buy
374,230
+14,195
+4% +$1.19M 5.66% 5
2024
Q3 		$31.8M Buy
360,035
+6,195
+2% +$526K 6.01% 3
2024
Q2 		$28.8M Buy
353,840
+7,592
+2% +$610K 5.83% 4
2024
Q1 		$28.2M Buy
346,248
+45,713
+15% +$3.66M 5.85% 4
2023
Q4 		$23.8M Sell
300,535
-8,029
-3% -$592K 5.75% 4
2023
Q3 		$22M Buy
308,564
+26,903
+10% +$2M 5.57% 4
2023
Q2 		$21.1M Buy
281,661
+17,437
+7% +$1.31M 4.95% 5
2023
Q1 		$19.5M Buy
264,224
+15,573
+6% +$1.13M 4.78% 5
2022
Q4 		$17.3M Buy
248,651
+12,649
+5% +$853K 4.35% 6
2022
Q3 		$14.6M Buy
236,002
+9,548
+4% +$652K 3.75% 6
2022
Q2 		$15.5M Buy
+226,454
New +$16.6M 3.89% 6

Other funds holding VIGI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's VIGI Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 3.9% in Q4 2024, buying an estimated $1.19M and bringing the position to 374,230 shares worth $29.9M. The position accounts for 5.66% of the portfolio, ranked #5.

Sugarloaf Wealth Management first reported a position in VIGI in Q2 2022 and has held it in 11 quarters since. The position peaked at $31.8M in Q3 2024. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

  • Sugarloaf Wealth Management held 374,230 shares of Vanguard International Dividend Appreciation ETF worth $29.9M as of Q4 2024.
  • Sugarloaf Wealth Management bought 14,195 Vanguard International Dividend Appreciation ETF shares in Q4 2024, an estimated $1.19M.
  • Vanguard International Dividend Appreciation ETF made up 5.66% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #5 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $31.8M in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.