Tucker Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tucker Asset 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
2025 Q4	$121K	Sell	549 -56	-9%	-$12.2K	0.04%	170
2025 Q3	$131K	Buy	+605	New	+$127K	0.04%	139
2025 Q2	–	Sell	-605	Closed	-$117K	–	355
2025 Q1	$117K	Hold	605	–	–	0.04%	130
2024 Q4	$118K	Sell	605 -71	-11%	-$14.2K	0.01%	218
2024 Q3	$134K	Sell	676 -192	-22%	-$36.6K	0.03%	193
2024 Q2	$158K	Sell	868 -282	-25%	-$50.8K	0.03%	186
2024 Q1	$210K	Buy	1,150 +362	+46%	+$63.6K	0.05%	164
2023 Q4	$134K	Buy	788 +2	+0.3%	+$322	0.03%	178
2023 Q3	$122K	Sell	786 -583	-43%	-$94.5K	0.03%	189
2023 Q2	$222K	Sell	1,369 -69	-5%	-$10.8K	0.06%	98
2023 Q1	$221K	Sell	1,438 -135	-9%	-$20.7K	0.07%	76
2022 Q4	$240K	Sell	1,573 -66	-4%	-$9.84K	0.08%	40
2022 Q3	$244K	Sell	1,639 -18	-1%	-$2.68K	0.08%	31
2022 Q2	$238K	Buy	+1,657	New	+$252K	0.08%	20

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tucker Asset Management's VIG Position: Q4 2025 in Review

Tucker Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.3% in Q4 2025, selling an estimated $12.2K and leaving 549 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #170.

Tucker Asset Management first reported a position in VIG in Q2 2022 and has held it in 14 quarters since. The position peaked at $244K in Q3 2022. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Tucker Asset Management held 549 shares of Vanguard Dividend Appreciation ETF worth $121K as of Q4 2025.
Tucker Asset Management sold 56 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $12.2K.
Vanguard Dividend Appreciation ETF made up 0.04% of Tucker Asset Management's portfolio in Q4 2025, its #170 holding.
Tucker Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 14 quarters since.
Tucker Asset Management's Vanguard Dividend Appreciation ETF position peaked at $244K in Q3 2022.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.