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Uniting Wealth Partners’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Uniting Wealth Partners’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,525
Closed -$1.4M – 126
2024
Q4 		$1.4M Buy
+17,525
New +$1.47M 0.68% 19

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Uniting Wealth Partners's VIGI Position: Q1 2025 in Review

Uniting Wealth Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2025, closing a stake of 17,525 shares — an estimated $1.4M sold.

Uniting Wealth Partners first reported a position in VIGI in Q4 2024 and held it in 1 quarter. The position peaked at $1.4M in Q4 2024. 508 funds tracked by Wall St. Rank hold VIGI as of Q1 2025.

  • Uniting Wealth Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 17,525 Vanguard International Dividend Appreciation ETF shares in Q1 2025, an estimated $1.4M.
  • Uniting Wealth Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2024 and held it in 1 quarter.
  • Uniting Wealth Partners's Vanguard International Dividend Appreciation ETF position peaked at $1.4M in Q4 2024.
  • 508 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2025.

Based on Uniting Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.