TWM
VIG icon

Triton Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Triton Wealth Management’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 		$234K Hold
1,160
– – 0.12% 82
2024
Q3 		$229K Buy
1,160
+5
+0.4% +$952 0.13% 80
2024
Q2 		$218K Buy
1,155
+5
+0.4% +$900 0.13% 76
2024
Q1 		$203K Buy
+1,150
New +$202K 0.14% 69

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

Triton Wealth Management's VIG Position: Q4 2024 in Review

Triton Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2024 at 1,160 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #82.

Triton Wealth Management first reported a position in VIG in Q1 2024 and has held it in 4 quarters since. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Triton Wealth Management held 1,160 shares of Vanguard Dividend Appreciation ETF worth $234K as of Q4 2024.
  • Triton Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2024.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Triton Wealth Management's portfolio in Q4 2024, its #82 holding.
  • Triton Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 4 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Triton Wealth Management's 13F filing for Q4 2024, filed 18 Mar 2025.