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Von Berge Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Von Berge Wealth Management Group’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
Q3 		– Sell
-22,697
Closed -$4.7M – 49
2025
Q2 		$4.7M Buy
22,697
+2,109
+10% +$409K 2.64% 11
2025
Q1 		$3.88M Buy
20,588
+2,484
+14% +$494K 2.5% 13
2024
Q4 		$3.67M Buy
18,104
+242
+1% +$48.3K 2.22% 13
2024
Q3 		$3.6M Buy
17,862
+490
+3% +$93.3K 2.23% 13
2024
Q2 		$3.16M Sell
17,372
-747
-4% -$134K 2.01% 16
2024
Q1 		$3.31M Buy
18,119
+1,005
+6% +$177K 2.13% 15
2023
Q4 		$2.92M Buy
17,114
+821
+5% +$132K 2.24% 15
2023
Q3 		$2.53M Sell
16,293
-75
-0.5% -$12.2K 2.16% 14
2023
Q2 		$2.66M Sell
16,368
-482
-3% -$75.5K 2.2% 14
2023
Q1 		$2.61M Buy
16,850
+44
+0.3% +$6.74K 2.33% 14
2022
Q4 		$2.61M Buy
16,806
+1,809
+12% +$270K 2.35% 13
2022
Q3 		$2.04M Buy
14,997
+108
+0.7% +$16.1K 2.17% 14
2022
Q2 		$2.13M Buy
14,889
+100
+0.7% +$15.2K 2.22% 15
2022
Q1 		$2.36M Buy
14,789
+38
+0.3% +$6.13K 2.15% 14
2021
Q4 		$2.4M Buy
+14,751
New +$2.43M 2.21% 14

Other funds holding VIG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Von Berge Wealth Management Group's VIG Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 22,697 shares — an estimated $4.7M sold.

Von Berge Wealth Management Group first reported a position in VIG in Q4 2021 and held it in 15 quarters. The position peaked at $4.7M in Q2 2025. 2,331 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 22,697 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $4.7M.
  • Von Berge Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $4.7M in Q2 2025.
  • 2,331 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.