SFP
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SwitchPoint Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SwitchPoint Financial Planning’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
Q1 		– Sell
-1,388
Closed -$272K – 54
2024
Q4 		$272K Buy
+1,388
New +$277K 0.26% 38

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

SwitchPoint Financial Planning's VIG Position: Q1 2025 in Review

SwitchPoint Financial Planning sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 1,388 shares — an estimated $272K sold.

SwitchPoint Financial Planning first reported a position in VIG in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • SwitchPoint Financial Planning reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • SwitchPoint Financial Planning sold 1,388 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $272K.
  • SwitchPoint Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 1 quarter.
  • SwitchPoint Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $272K in Q4 2024.
  • 2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2025, filed 29 Apr 2025.