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Watts Gwilliam & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Watts Gwilliam & Co’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 		$7.93M Buy
36,741
+951
+3% +$200K 1.28% 18
2025
Q2 		$7.72M Buy
35,790
+2,271
+7% +$440K 1.27% 18
2025
Q1 		$6.5M Buy
33,519
+234
+0.7% +$46.5K 1.41% 19
2024
Q4 		$6.5M Sell
33,285
-267
-0.8% -$53.3K 1.37% 18
2024
Q3 		$6.6M Buy
+33,552
New +$6.39M 1.44% 16
2024
Q1 		$5.17M Buy
+28,464
New +$5M 1.6% 15

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 $15.5B AUM 18.35% 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

Watts Gwilliam & Co's VIG Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q3 2025, buying an estimated $200K and bringing the position to 36,741 shares worth $7.93M. The position accounts for 1.28% of the portfolio, ranked #18.

Watts Gwilliam & Co first reported a position in VIG in Q1 2024 and has held it in 6 quarters since. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Watts Gwilliam & Co held 36,741 shares of Vanguard Dividend Appreciation ETF worth $7.93M as of Q3 2025.
  • Watts Gwilliam & Co bought 951 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $200K.
  • Vanguard Dividend Appreciation ETF made up 1.28% of Watts Gwilliam & Co's portfolio in Q3 2025, its #18 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 6 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.