Vantage Financial Partners (Wisconsin)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$2.1M	Buy	9,543 +66	+0.7%	+$14.4K	0.43%	40
2025 Q3	$2.05M	Sell	9,477 -92	-1%	-$19.3K	0.43%	39
2025 Q2	$1.96M	Buy	9,569 +113	+1%	+$21.9K	0.45%	41
2025 Q1	$1.83M	Sell	9,456 -2,794	-23%	-$556K	0.46%	32
2024 Q4	$2.4M	Sell	12,250 -2,654	-18%	-$530K	0.6%	26
2024 Q3	$2.95M	Sell	14,904 -2,539	-15%	-$483K	0.73%	18
2024 Q2	$3.18M	Sell	17,443 -4,339	-20%	-$781K	0.83%	21
2024 Q1	$3.98M	Buy	21,782 +662	+3%	+$116K	1.07%	19
2023 Q4	$3.6M	Buy	+21,120	New	+$3.4M	1.06%	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

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

Vantage Financial Partners (Wisconsin) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.7% in Q4 2025, buying an estimated $14.4K and bringing the position to 9,543 shares worth $2.1M. The position accounts for 0.43% of the portfolio, ranked #40.

Vantage Financial Partners (Wisconsin) first reported a position in VIG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.98M in Q1 2024. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 9,543 shares of Vanguard Dividend Appreciation ETF worth $2.1M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 66 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $14.4K.
Vanguard Dividend Appreciation ETF made up 0.43% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #40 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s Vanguard Dividend Appreciation ETF position peaked at $3.98M in Q1 2024.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

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