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Wealthstream Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthstream Advisors’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 		$418K Hold
1,938
– – 0.06% 100
2025
Q2 		$397K Buy
1,938
+70
+4% +$13.6K 0.07% 97
2025
Q1 		$362K Buy
1,868
+6
+0.3% +$1.19K 0.07% 95
2024
Q4 		$365K Sell
1,862
-18
-1% -$3.59K 0.07% 92
2024
Q3 		$372K Buy
1,880
+7
+0.4% +$1.33K 0.07% 89
2024
Q2 		$342K Hold
1,873
– – 0.13% 88
2024
Q1 		$342K Buy
+1,873
New +$329K 0.13% 89

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

Wealthstream Advisors's VIG Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2025 at 1,938 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #100.

Wealthstream Advisors first reported a position in VIG in Q1 2024 and has held it in 7 quarters since. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Wealthstream Advisors held 1,938 shares of Vanguard Dividend Appreciation ETF worth $418K as of Q3 2025.
  • Wealthstream Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2025.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Wealthstream Advisors's portfolio in Q3 2025, its #100 holding.
  • Wealthstream Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 7 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.