Tenon Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tenon Financial’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	–	Sell	-1,340	Closed	-$289K	–	54
2025 Q3	$289K	Buy	1,340 +2	+0.1%	+$420	0.15%	40
2025 Q2	$274K	Hold	1,338	–	–	0.12%	40
2025 Q1	$260K	Buy	1,338 +2	+0.1%	+$398	0.16%	38
2024 Q4	$260K	Buy	+1,336	New	+$267K	0.17%	37

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

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

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

HWM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tenon Financial's VIG Position: Q4 2025 in Review

Tenon Financial sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,340 shares — an estimated $289K sold.

Tenon Financial first reported a position in VIG in Q4 2024 and held it in 4 quarters. The position peaked at $289K in Q3 2025. 2,525 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Tenon Financial reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Tenon Financial sold 1,340 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $289K.
Tenon Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 4 quarters.
Tenon Financial's Vanguard Dividend Appreciation ETF position peaked at $289K in Q3 2025.
2,525 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Tenon Financial's 13F filing for Q4 2025, filed 16 Jan 2026.