Wallace Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wallace Advisory 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 Q2	–	Sell	-7,030	Closed	-$1.38M	–	195
2025 Q1	$1.38M	Sell	7,030 -482	-6%	-$95.8K	0.95%	24
2024 Q4	$1.49M	Buy	+7,512	New	+$1.5M	1.03%	21
2024 Q2	–	Sell	-1,323	Closed	-$225K	–	197
2024 Q1	$225K	Buy	+1,323	New	+$232K	0.17%	147

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

Wallace Advisory Group's VIG Position: Q2 2025 in Review

Wallace Advisory Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 7,030 shares — an estimated $1.38M sold.

Wallace Advisory Group first reported a position in VIG in Q1 2024 and held it in 3 quarters. The position peaked at $1.49M in Q4 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Wallace Advisory Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Wallace Advisory Group sold 7,030 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $1.38M.
Wallace Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 3 quarters.
Wallace Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.49M in Q4 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.