Wade Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wade Financial Advisory’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	$4.41M	Sell	22,754 -1,772	-7%	-$352K	1.51%	16
2024 Q4	$4.8M	Sell	24,526 -688	-3%	-$137K	1.63%	16
2024 Q3	$4.99M	Sell	25,214 -368	-1%	-$70.1K	1.68%	15
2024 Q2	$4.67M	Sell	25,582 -206	-0.8%	-$37.1K	1.68%	15
2024 Q1	$4.71M	Sell	25,788 -485	-2%	-$85.2K	1.72%	16
2023 Q4	$4.48M	Sell	26,273 -748	-3%	-$120K	1.69%	20
2023 Q3	$4.2M	Sell	27,021 -2,070	-7%	-$336K	1.8%	19
2023 Q2	$4.73M	Sell	29,091 -6,210	-18%	-$972K	1.87%	19
2023 Q1	$5.44M	Sell	35,301 -317	-0.9%	-$48.6K	2.28%	16
2022 Q4	$5.41M	Buy	35,618 +9,259	+35%	+$1.38M	2.45%	13
2022 Q3	$3.56M	Sell	26,359 -5,853	-18%	-$871K	1.78%	16
2022 Q2	$4.62M	Buy	32,212 +7,717	+32%	+$1.17M	2.19%	13
2022 Q1	$3.97M	Buy	24,495 +3,309	+16%	+$534K	1.7%	18
2021 Q4	$3.64M	Sell	21,186 -47	-0.2%	-$7.75K	1.89%	15
2021 Q3	$3.26M	Sell	21,233 -305	-1%	-$48.6K	1.84%	17
2021 Q2	$3.33M	Sell	21,538 -731	-3%	-$112K	1.83%	17
2021 Q1	$3.27M	Sell	22,269 -133	-0.6%	-$18.9K	2.07%	15
2020 Q4	$3.16M	Sell	22,402 -832	-4%	-$113K	2.12%	14
2020 Q3	$2.99M	Sell	23,234 -51	-0.2%	-$6.42K	2.35%	11
2020 Q2	$2.73M	Sell	23,285 -4,377	-16%	-$498K	2.36%	11
2020 Q1	$2.86M	Buy	27,662 +14,390	+108%	+$1.72M	2.85%	13
2019 Q4	$1.65M	Buy	+13,272	New	+$1.61M	1.46%	17

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 $15.5B AUM 18.35% 1-Year Est. Return

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

Wade Financial Advisory's VIG Position: Q1 2025 in Review

Wade Financial Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.2% in Q1 2025, selling an estimated $352K and leaving 22,754 shares worth $4.41M. The position accounts for 1.51% of the portfolio, ranked #16.

Wade Financial Advisory first reported a position in VIG in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.44M in Q1 2023. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Wade Financial Advisory held 22,754 shares of Vanguard Dividend Appreciation ETF worth $4.41M as of Q1 2025.
Wade Financial Advisory sold 1,772 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $352K.
Vanguard Dividend Appreciation ETF made up 1.51% of Wade Financial Advisory's portfolio in Q1 2025, its #16 holding.
Wade Financial Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Vanguard Dividend Appreciation ETF position peaked at $5.44M in Q1 2023.
2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.