Tyler-Stone Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tyler-Stone 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
2025 Q2	$390K	Hold	1,904	–	–	0.06%	224
2025 Q1	$369K	Hold	1,904	–	–	0.07%	218
2024 Q4	$373K	Sell	1,904 -434	-19%	-$86.7K	0.07%	223
2024 Q3	$463K	Buy	2,338 +1,169	+100%	+$223K	0.09%	193
2024 Q2	$213K	Hold	1,169	–	–	0.09%	186
2024 Q1	$213K	Sell	1,169 -257	-18%	-$45.1K	0.09%	186
2023 Q4	$243K	Sell	1,426 -58	-4%	-$9.33K	0.12%	161
2023 Q3	$231K	Hold	1,484	–	–	0.13%	143
2023 Q2	$241K	Buy	+1,484	New	+$232K	0.14%	141
2022 Q4	$311K	Hold	2,049	–	–	0.21%	106
2022 Q3	$277K	Sell	2,049 -175	-8%	-$26K	0.21%	105
2022 Q2	$319K	Sell	2,224 -232	-9%	-$35.3K	0.21%	102
2022 Q1	$398K	Sell	2,456 -138	-5%	-$22.3K	0.22%	96
2021 Q4	$446K	Buy	+2,594	New	+$428K	0.24%	93

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Tyler-Stone Wealth Management's VIG Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2025 at 1,904 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #224.

Tyler-Stone Wealth Management first reported a position in VIG in Q4 2021 and has held it in 14 quarters since. The position peaked at $463K in Q3 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Tyler-Stone Wealth Management held 1,904 shares of Vanguard Dividend Appreciation ETF worth $390K as of Q2 2025.
Tyler-Stone Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2025.
Vanguard Dividend Appreciation ETF made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #224 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $463K in Q3 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.