Waypoint Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Waypoint Wealth Partners’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	$238K	Buy	+1,162	New	+$225K	0.06%	73
2025 Q1	–	Sell	-1,028	Closed	-$201K	–	73
2024 Q4	$201K	Hold	1,028	–	–	0.05%	64
2024 Q3	$204K	Buy	+1,028	New	+$196K	0.05%	65
2023 Q4	–	Sell	-1,473	Closed	-$229K	–	86
2023 Q3	$229K	Hold	1,473	–	–	0.08%	69
2023 Q2	$239K	Sell	1,473 -59	-4%	-$9.24K	0.08%	59
2023 Q1	$236K	Buy	1,532 +59	+4%	+$9.04K	0.08%	59
2022 Q4	$224K	Sell	1,473 -127	-8%	-$18.9K	0.09%	55
2022 Q3	$216K	Buy	+1,600	New	+$238K	0.09%	53

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Waypoint Wealth Partners's VIG Position: Q2 2025 in Review

Waypoint Wealth Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2025: 1,162 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings. This is a return to the name: Waypoint Wealth Partners previously reported a position in VIG as recently as Q4 2024.

Waypoint Wealth Partners first reported a position in VIG in Q3 2022 and has held it in 8 quarters since. The position peaked at $239K in Q2 2023. 2,297 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Waypoint Wealth Partners held 1,162 shares of Vanguard Dividend Appreciation ETF worth $238K as of Q2 2025.
Vanguard Dividend Appreciation ETF was a new Waypoint Wealth Partners position in Q2 2025.
Vanguard Dividend Appreciation ETF made up 0.06% of Waypoint Wealth Partners's portfolio in Q2 2025, its #73 holding.
Waypoint Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 8 quarters since.
Waypoint Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $239K in Q2 2023.
2,297 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.