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West Coast Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

West Coast Financial’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
-2,380
Closed -$462K – 145
2025
Q1 		$462K Buy
2,380
+989
+71% +$197K 0.05% 107
2024
Q4 		$272K Sell
1,391
-744
-35% -$149K 0.03% 145
2024
Q3 		$423K Buy
2,135
+20
+0.9% +$3.81K 0.05% 114
2024
Q2 		$386K Hold
2,115
– – 0.05% 112
2024
Q1 		$386K Sell
2,115
-241
-10% -$42.3K 0.05% 109
2023
Q4 		$401K Hold
2,356
– – 0.05% 105
2023
Q3 		$366K Hold
2,356
– – 0.05% 107
2023
Q2 		$383K Sell
2,356
-300
-11% -$47K 0.05% 110
2023
Q1 		$409K Hold
2,656
– – 0.06% 98
2022
Q4 		$403K Hold
2,656
– – 0.07% 95
2022
Q3 		$359K Hold
2,656
– – 0.07% 92
2022
Q2 		$381K Hold
2,656
– – 0.07% 90
2022
Q1 		$431K Hold
2,656
– – 0.07% 92
2021
Q4 		$456K Sell
2,656
-320
-11% -$52.7K 0.07% 94
2021
Q3 		$457K Sell
2,976
-1,049
-26% -$167K 0.07% 93
2021
Q2 		$623K Buy
4,025
+192
+5% +$29.5K 0.1% 82
2021
Q1 		$564K Sell
3,833
-150
-4% -$21.3K 0.1% 83
2020
Q4 		$562K Hold
3,983
– – 0.11% 79
2020
Q3 		$512K Buy
3,983
+2,033
+104% +$256K 0.12% 78
2020
Q2 		$229K Hold
1,950
– – 0.06% 100
2020
Q1 		$202K Buy
+1,950
New +$233K 0.05% 96
2019
Q3 		– Sell
-1,986
Closed -$229K – 111
2019
Q2 		$229K Sell
1,986
-500
-20% -$56.1K 0.05% 103
2019
Q1 		$273K Buy
2,486
+150
+6% +$15.8K 0.06% 102
2018
Q4 		$229K Sell
2,336
-6,038
-72% -$630K 0.07% 101
2018
Q3 		$927K Buy
+8,374
New +$900K 0.21% 78
2017
Q4 		– Sell
-7,769
Closed -$736K – 134
2017
Q3 		$736K Buy
+7,769
New +$725K 0.2% 80

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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

West Coast Financial's VIG Position: Q2 2025 in Review

West Coast Financial sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 2,380 shares — an estimated $462K sold.

West Coast Financial first reported a position in VIG in Q3 2017 and held it in 26 quarters. The position peaked at $927K in Q3 2018. 2,295 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • West Coast Financial reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 2,380 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $462K.
  • West Coast Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and held it in 26 quarters.
  • West Coast Financial's Vanguard Dividend Appreciation ETF position peaked at $927K in Q3 2018.
  • 2,295 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.