WFA Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WFA Asset Management’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	$90.5K	Buy	457 +2	+0.4%	+$420	0.05%	74
2025 Q2	$83K	Hold	455	–	–	0.05%	77
2025 Q1	$83K	Sell	455 -6	-1%	-$1.19K	0.04%	81
2024 Q4	$90.2K	Buy	461 +4	+0.9%	+$799	0.05%	81
2024 Q3	$90.5K	Buy	457 +2	+0.4%	+$381	0.05%	74
2024 Q2	$83K	Hold	455	–	–	0.05%	77
2024 Q1	$83K	Sell	455 -144	-24%	-$25.3K	0.04%	81
2023 Q4	$102K	Buy	599 +6	+1%	+$965	0.06%	68
2023 Q3	$92.1K	Buy	593 +3	+0.5%	+$486	0.05%	73
2023 Q2	$95.8K	Hold	590	–	–	0.06%	73
2023 Q1	$90.8K	Buy	590 +3	+0.5%	+$460	0.06%	77
2022 Q4	$89.1K	Buy	587 +4	+0.7%	+$596	0.06%	75
2022 Q3	$78.9K	Buy	583 +2	+0.3%	+$298	0.06%	74
2022 Q2	$83.3K	Buy	581 +3	+0.5%	+$457	0.06%	74
2022 Q1	$93.7K	Buy	578 +3	+0.5%	+$484	0.06%	71
2021 Q4	$98.8K	Buy	+575	New	+$94.8K	0.06%	63

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA Asset Management's VIG Position: Q3 2025 in Review

WFA Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.44% in Q3 2025, buying an estimated $420 and bringing the position to 457 shares worth $90.5K. The position accounts for 0.05% of the portfolio, ranked #74.

WFA Asset Management first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. The position peaked at $102K in Q4 2023. 2,331 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

WFA Asset Management held 457 shares of Vanguard Dividend Appreciation ETF worth $90.5K as of Q3 2025.
WFA Asset Management bought 2 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $420.
Vanguard Dividend Appreciation ETF made up 0.05% of WFA Asset Management's portfolio in Q3 2025, its #74 holding.
WFA Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Vanguard Dividend Appreciation ETF position peaked at $102K in Q4 2023.
2,331 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.