US Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

US Financial Advisors’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 Q1	$203K	Hold	1,049	–	–	0.06%	95
2024 Q4	$205K	Buy	+1,049	New	+$209K	0.06%	85
2021 Q2	–	Sell	-6,056	Closed	-$891K	–	126
2021 Q1	$891K	Sell	6,056 -955	-14%	-$136K	0.25%	57
2020 Q4	$990K	Buy	+7,011	New	+$950K	0.3%	49
2016 Q2	–	Sell	-200	Closed	-$16K	–	383
2016 Q1	$16K	Sell	200 -5,500	-96%	-$422K	0.03%	178
2015 Q4	$444K	Buy	5,700 +200	+4%	+$15.6K	0.42%	36
2015 Q3	$406K	Hold	5,500	–	–	0.67%	28
2015 Q2	$432K	Hold	5,500	–	–	0.41%	32
2015 Q1	$443K	Buy	5,500 +200	+4%	+$16.2K	0.4%	33
2014 Q4	$430K	Buy	+5,300	New	+$419K	0.38%	37

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 $17.8B AUM 24.16% 1-Year Est. Return

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

US Financial Advisors's VIG Position: Q1 2025 in Review

US Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2025 at 1,049 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #95.

US Financial Advisors first reported a position in VIG in Q4 2014 and has held it in 10 quarters since. The position peaked at $990K in Q4 2020. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

US Financial Advisors held 1,049 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q1 2025.
US Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2025.
Vanguard Dividend Appreciation ETF made up 0.06% of US Financial Advisors's portfolio in Q1 2025, its #95 holding.
US Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 10 quarters since.
US Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $990K in Q4 2020.
2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.