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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2001
Stratos Investment Management
Ohio
$251K +$256K +1,283 New
EAM
2002
Empirical Asset Management
Massachusetts
$251K – – –
PA
2003
Procyon Advisors
Connecticut
$251K +$256K +1,282 New
WFS
2004
Weitzel Financial Services
Iowa
$250K -$9.38K -47 -4%
PAS
2005
PKS Advisory Services
New York
$247K +$251K +1,259 New
FFB
2006
First Financial Bankshares
Texas
$246K -$5.19K -26 -2%
OFS
2007
Oldfather Financial Services
Nebraska
$245K -$29.5K -148 -11%
CRI
2008
Colonial River Investments
Virginia
$245K -$12K -60 -5%
GAM
2009
Gould Asset Management
California
$245K -$4.99K -25 -2%
BPFA
2010
Barnes Pettey Financial Advisors
Mississippi
$245K – – –
AWM
2011
Altus Wealth Management
Kentucky
$244K – – –
AWM
2012
AllSquare Wealth Management
New York
$243K – – –
YWS
2013
Yarger Wealth Strategies
Ohio
$243K +$998 +5 +0.4%
KFC
2014
Klingenstein Fields & Co
New York
$242K – – –
RI
2015
Rinkey Investments
California
$241K -$99.8K -500 -29%
AWM
2016
Abound Wealth Management
Tennessee
$240K – – –
MTC
2017
Matrix Trust Company
Colorado
$240K +$18K +90 +8%
ZIG
2018
Zullo Investment Group
Pennsylvania
$240K – – –
FTC
2019
Farmers Trust Company
Ohio
$240K – – –
ST
2020
Spinnaker Trust
Maine
$240K – – –
VC
2021
Veery Capital
Delaware
$239K – – –
CSA
2022
Cottage Street Advisors
Massachusetts
$239K +$998 +5 +0.4%
POIA
2023
Pin Oak Investment Advisors
Texas
$239K – – –
SAS
2024
SMI Advisory Services
Indiana
$239K – – –
FAT
2025
First American Trust
California
$238K +$599 +3 +0.2%
79 80
81
82 83