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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
CarsonAllaria Wealth Management
Illinois
$19.1K – – –
AW
2002
Avion Wealth
Texas
$19K – – –
UCB
2003
United Community Bank
South Carolina
$18.8K – – –
DPW
2004
DiNuzzo Private Wealth
Pennsylvania
$18.3K – – –
HFM
2005
Hartford Financial Management
Connecticut
$18.3K – – –
SC
2006
Steph & Co
Wisconsin
$18.3K – – –
WAG
2007
Wiser Advisor Group
Arizona
$16.6K – – –
CCC
2008
Chelsea Counsel Company
California
$16.1K +$15.5K +88 New
S
2009
Syntrinsic
Colorado
$15.9K – – –
CPBTD
2010
Central Pacific Bank - Trust Division
Hawaii
$14.9K +$14.4K +82 New
KFS
2011
Kelly Financial Services
Massachusetts
$14.6K – – –
DAM
2012
Delta Asset Management
Tennessee
$14.4K -$2.63K -15 -16%
LWA
2013
Lowe Wealth Advisors
Maryland
$14.1K +$4.39K +25 +48%
WWP
2014
WR Wealth Planners
Missouri
$12.7K +$12.3K +70 New
SNB
2015
Security National Bank
Nebraska
$12.1K -$87.8K -500 -88%
GWMI
2016
Guardian Wealth Management (Illinois)
Illinois
$10.9K – – –
BONH
2017
Bank of New Hampshire
New Hampshire
$10.2K – – –
SHIM
2018
Stone House Investment Management
Pennsylvania
$10.2K +$9.84K +56 New
AA
2019
AlphaMark Advisors
Kentucky
$9K – – –
CA
2020
Centerpoint Advisors
Massachusetts
$9K – – –
CBT
2021
Central Bank & Trust
Kentucky
$8.58K +$8.26K +47 New
AGWCA
2022
Annis Gardner Whiting Capital Advisors
Florida
$8.4K +$8.08K +46 New
VF
2023
VitalStone Financial
Texas
$8K -$44.6K -254 -85%
CAM
2024
Clarity Asset Management
Iowa
$7.4K -$5.8K -33 -45%
HWM
2025
HighMark Wealth Management
Minnesota
$7.19K – – –
79 80
81
82 83