Tallon Kerry Patrick’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$3.32M	Buy	+17,045	New	+$3.4M	3.2%	6

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tallon Kerry Patrick's VIG Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2024: 17,045 shares worth $3.32M. The stake represents 3.2% of the portfolio and ranks #6 among its holdings.

2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Tallon Kerry Patrick held 17,045 shares of Vanguard Dividend Appreciation ETF worth $3.32M as of Q4 2024.
Vanguard Dividend Appreciation ETF was a new Tallon Kerry Patrick position in Q4 2024.
Vanguard Dividend Appreciation ETF made up 3.2% of Tallon Kerry Patrick's portfolio in Q4 2024, its #6 holding.
2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.