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Vantage Financial Partners (Wisconsin)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.7M Buy
67,745
+3,317
+5% +$228K 0.95% 21
2025
Q3 		$4.39M Buy
64,428
+3,759
+6% +$248K 0.92% 22
2025
Q2 		$3.88M Buy
+60,669
New +$3.7M 0.9% 22

Other funds holding DGRO

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s DGRO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.1% in Q4 2025, buying an estimated $228K and bringing the position to 67,745 shares worth $4.7M. The position accounts for 0.95% of the portfolio, ranked #21.

Vantage Financial Partners (Wisconsin) first reported a position in DGRO in Q2 2025 and has held it in 3 quarters since. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 67,745 shares of iShares Core Dividend Growth ETF worth $4.7M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 3,317 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $228K.
  • iShares Core Dividend Growth ETF made up 0.95% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #21 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.