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Transce3nd’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Transce3nd’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 		– Sell
-370
Closed -$75.8K – 1116
2025
Q2 		$75.8K Sell
370
-23
-6% -$4.46K 0.03% 232
2025
Q1 		$76.3K Sell
393
-242
-38% -$48.1K 0.03% 223
2024
Q4 		$124K Buy
+635
New +$127K 0.04% 225

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transce3nd's VIG Position: Q3 2025 in Review

Transce3nd sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 370 shares — an estimated $75.8K sold.

Transce3nd first reported a position in VIG in Q4 2024 and held it in 3 quarters. The position peaked at $124K in Q4 2024. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Transce3nd reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 370 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $75.8K.
  • Transce3nd first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Vanguard Dividend Appreciation ETF position peaked at $124K in Q4 2024.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.