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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFB
2001
First Financial Bankshares
Texas
$243K – – –
OFS
2002
Oldfather Financial Services
Nebraska
$243K – – –
SIS
2003
Sound Income Strategies
Florida
$242K +$9.94K +50 +4%
OPA
2004
Old Port Advisors
Maine
$242K -$20.9K -105 -8%
YWS
2005
Yarger Wealth Strategies
Ohio
$241K +$597 +3 +0.2%
ISB
2006
Iowa State Bank
Iowa
$240K -$15.1K -76 -6%
AWM
2007
AllSquare Wealth Management
New York
$240K – – –
BPFA
2008
Barnes Pettey Financial Advisors
Mississippi
$240K -$2.78K -14 -1%
RI
2009
Rinkey Investments
California
$239K – – –
KFC
2010
Klingenstein Fields & Co
New York
$238K -$1.99K -10 -0.8%
WFS
2011
Weitzel Financial Services
Iowa
$238K – – –
BTWM
2012
Baker Tilly Wealth Management
Wisconsin
$238K -$2.38M -11,962 -91%
AWM
2013
Abound Wealth Management
Tennessee
$238K – – –
ZIG
2014
Zullo Investment Group
Pennsylvania
$238K – – –
FTC
2015
Farmers Trust Company
Ohio
$237K – – –
CSA
2016
Cottage Street Advisors
Massachusetts
$237K +$597 +3 +0.2%
ACM
2017
Accent Capital Management
Ohio
$237K +$199K +1,000 +455%
AWM
2018
Able Wealth Management
New Jersey
$235K +$11.9K +60 +5%
IP
2019
Isthmus Partners
Wisconsin
$235K – – –
TW
2020
Transform Wealth
Colorado
$234K – – –
TNA
2021
True North Advisors
Texas
$234K +$6.16K +31 +3%
KCP
2022
Kera Capital Partners
California
$234K – – –
RWMG
2023
Redwood Wealth Management Group
New Jersey
$234K – – –
RWS
2024
Resolute Wealth Strategies
Mississippi
$233K +$1.19K +6 +0.5%
CFS
2025
Commonwealth Financial Services
West Virginia
$233K – – –
79 80
81
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