WMS Partners
VIGI icon

WMS Partners’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

WMS Partners’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50,652
Closed -$4.05M – 270
2024
Q4 		$4.05M Sell
50,652
-3,482
-6% -$292K 0.23% 48
2024
Q3 		$4.78M Sell
54,134
-7,040
-12% -$598K 0.27% 44
2024
Q2 		$4.97M Sell
61,174
-9,202
-13% -$739K 0.32% 37
2024
Q1 		$5.74M Sell
70,376
-6,557
-9% -$525K 0.39% 36
2023
Q4 		$6.1M Sell
76,933
-22,527
-23% -$1.66M 0.45% 32
2023
Q3 		$7.09M Sell
99,460
-8,183
-8% -$609K 0.56% 29
2023
Q2 		$8.08M Sell
107,643
-10,837
-9% -$815K 0.64% 28
2023
Q1 		$8.73M Sell
118,480
-7,220
-6% -$523K 0.76% 27
2022
Q4 		$8.75M Sell
125,700
-29,343
-19% -$1.98M 0.87% 27
2022
Q3 		$9.6M Buy
155,043
+40,081
+35% +$2.74M 1.31% 21
2022
Q2 		$7.89M Buy
+114,962
New +$8.43M 1.23% 16

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

WMS Partners's VIGI Position: Q1 2025 in Review

WMS Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2025, closing a stake of 50,652 shares — an estimated $4.05M sold.

WMS Partners first reported a position in VIGI in Q2 2022 and held it in 11 quarters. The position peaked at $9.6M in Q3 2022. 508 funds tracked by Wall St. Rank hold VIGI as of Q1 2025.

  • WMS Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 50,652 Vanguard International Dividend Appreciation ETF shares in Q1 2025, an estimated $4.05M.
  • WMS Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2022 and held it in 11 quarters.
  • WMS Partners's Vanguard International Dividend Appreciation ETF position peaked at $9.6M in Q3 2022.
  • 508 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.