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VWM
Vigil Wealth Management Portfolio holdings
AUM
$124M
This Fund
S&P 500
This Quarter
Est. Return
+2.63%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
98.69%
Top 10 Holdings %
Top 10 Hldgs %
63.11%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Dividend Value ETF
CGDV
|
+$11.6M |
| 2 |
Capital Group Core Equity ETF
CGUS
|
+$11.6M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$11.5M |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$8.38M |
| 5 |
Philip Morris
PM
|
+$7.57M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 8.26% |
| 2 | Technology | 3.66% |
| 3 | Energy | 3.58% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Communication Services | 2.09% |
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Vigil Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Vigil Wealth Management, which disclosed 77 positions worth $120M. Its ten largest holdings account for 63% of the portfolio.
Its largest position is Capital Group Dividend Value ETF: 269,745 shares worth $11.8M.
By sector, the portfolio is most concentrated in Consumer Staples at 8.3% of assets, followed by Technology and Energy.
- Vigil Wealth Management's largest Q4 2025 buy was Capital Group Dividend Value ETF: 269,745 shares worth $11.8M.
- Vigil Wealth Management's ten largest holdings make up 63% of its $120M portfolio in Q4 2025.
- Vigil Wealth Management disclosed 77 positions in Q4 2025, its first 13F filing on record.
Based on Vigil Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.