ZB
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Zions Bancorporation’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Zions Bancorporation’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
2024
Q4 		$17.4M Buy
88,789
+23,409
+36% +$4.67M 1.1% 14
2024
Q3 		$12.9M Sell
65,380
-12,179
-16% -$2.32M 0.94% 12
2024
Q2 		$14.2M Sell
77,559
-8,711
-10% -$1.57M 1.13% 10
2024
Q1 		$15.8M Sell
86,270
-195,127
-69% -$34.3M 1.16% 10
2023
Q4 		$48M Buy
281,397
+189,544
+206% +$30.5M 3.3% 6
2023
Q3 		$14.3M Sell
91,853
-3,213
-3% -$521K 1.25% 8
2023
Q2 		$15.4M Sell
95,066
-20,328
-18% -$3.18M 1.31% 8
2023
Q1 		$17.8M Sell
115,394
-122,457
-51% -$18.8M 1.53% 8
2022
Q4 		$36.1M Buy
237,851
+96,391
+68% +$14.4M 2.85% 9
2022
Q3 		$19.1M Buy
141,460
+8,040
+6% +$1.2M 2% 7
2022
Q2 		$19.1M Sell
133,420
-117,137
-47% -$17.8M 1.92% 6
2022
Q1 		$40.6M Sell
250,557
-78,957
-24% -$12.7M 3.64% 5
2021
Q4 		$56.6M Sell
329,514
-55,961
-15% -$9.22M 5% 5
2021
Q3 		$59.2M Sell
385,475
-533,047
-58% -$84.9M 6.05% 5
2021
Q2 		$142M Buy
918,522
+63,252
+7% +$9.71M 14.19% 2
2021
Q1 		$126M Buy
855,270
+82,254
+11% +$11.7M 14.2% 2
2020
Q4 		$109M Sell
773,016
-152,245
-16% -$20.6M 13.74% 2
2020
Q3 		$119M Sell
925,261
-67,084
-7% -$8.44M 16.9% 2
2020
Q2 		$116M Buy
992,345
+12,568
+1% +$1.43M 16.9% 2
2020
Q1 		$101M Buy
979,777
+99,524
+11% +$11.9M 17.74% 1
2019
Q4 		$110M Buy
880,253
+7,989
+0.9% +$967K 15.66% 1
2019
Q3 		$104M Buy
872,264
+20,581
+2% +$2.43M 14.97% 1
2019
Q2 		$98.1M Buy
851,683
+64,228
+8% +$7.2M 14.36% 1
2019
Q1 		$86.3M Buy
+787,455
New +$83M 13.94% 1
2018
Q4 		– Sell
-445,009
Closed -$49.3M – 759
2018
Q3 		$49.3M Buy
+445,009
New +$47.8M 11.72% 3
2018
Q2 		– Sell
-370,602
Closed -$37.5M – 698
2018
Q1 		$37.5M Buy
370,602
+48,063
+15% +$4.98M 8.18% 5
2017
Q4 		$32.9M Buy
322,539
+19,897
+7% +$1.96M 5.65% 6
2017
Q3 		$28.7M Sell
302,642
-13,127
-4% -$1.22M 4.13% 7
2017
Q2 		$29.3M Sell
315,769
-3,506
-1% -$322K 5.01% 6
2017
Q1 		$28.7M Sell
319,275
-39,735
-11% -$3.52M 5.4% 6
2016
Q4 		$30.6M Sell
359,010
-24,872
-6% -$2.09M 5.39% 5
2016
Q3 		$31.9M Buy
383,882
+7,863
+2% +$666K 6.04% 4
2016
Q2 		$31.6M Buy
376,019
+1,160
+0.3% +$94.8K 5.52% 4
2016
Q1 		$30.5M Sell
374,859
-14,160
-4% -$1.09M 5.48% 4
2015
Q4 		$29.5M Buy
389,019
+12,367
+3% +$965K 5.14% 5
2015
Q3 		$29M Sell
376,652
-211,687
-36% -$16.4M 5.32% 5
2015
Q2 		$46.2M Buy
588,339
+101,950
+21% +$8.26M 7.38% 3
2015
Q1 		$39.1M Buy
+486,389
New +$39.5M 6.72% 3

Other funds holding VIG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Zions Bancorporation's VIG Position: Q4 2024 in Review

Zions Bancorporation increased its Vanguard Dividend Appreciation ETF (VIG) stake by 36% in Q4 2024, buying an estimated $4.67M and bringing the position to 88,789 shares worth $17.4M. The position accounts for 1.1% of the portfolio, ranked #14.

Zions Bancorporation first reported a position in VIG in Q1 2015 and has held it in 38 quarters since. The position peaked at $142M in Q2 2021. 2,317 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Zions Bancorporation held 88,789 shares of Vanguard Dividend Appreciation ETF worth $17.4M as of Q4 2024.
  • Zions Bancorporation bought 23,409 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $4.67M.
  • Vanguard Dividend Appreciation ETF made up 1.1% of Zions Bancorporation's portfolio in Q4 2024, its #14 holding.
  • Zions Bancorporation first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 38 quarters since.
  • Zions Bancorporation's Vanguard Dividend Appreciation ETF position peaked at $142M in Q2 2021.
  • 2,317 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.