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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2001
Means Investment Company
Maine
$338K -$5.57K -25 -2%
WMA
2002
Wealth Management Associates
New Jersey
$337K – – –
TCM
2003
TruNorth Capital Management
Michigan
$337K – – –
FPCP
2004
Fort Point Capital Partners
California
$337K – – –
LCWP
2005
Legacy Capital Wealth Partners
Arkansas
$336K -$111K -496 -24%
PL
2006
Plancorp LLC
Missouri
$336K – – –
LCWM
2007
Legacy Capital Wealth Management
Texas
$336K +$9.81K +44 +3%
BFA
2008
Beaumont Financial Advisors
Massachusetts
$336K -$211K -945 -38%
SWMG
2009
Stillwater Wealth Management Group
Florida
$335K +$63.3K +284 +22%
TP
2010
TritonPoint Partners
Maryland
$335K – – –
OPWM
2011
Oxinas Partners Wealth Management
Indiana
$334K +$85.4K +383 +33%
FTC
2012
Farmers Trust Company
Ohio
$333K – – –
CFS
2013
Commonwealth Financial Services
West Virginia
$333K +$22.3K +100 +7%
PWM
2014
Provident Wealth Management
Tennessee
$333K +$1.11K +5 +0.3%
KPP
2015
Kings Path Partners
Texas
$333K +$446 +2 +0.1%
IFPG
2016
Intrepid Financial Planning Group
Indiana
$331K – – –
EWM
2017
Evolution Wealth Management
Florida
$331K – – –
MCFP
2018
Mallini Complete Financial Planning
Florida
$331K – – –
WA
2019
WP Advisors
California
$330K +$1.34K +6 +0.4%
BWP
2020
Bernardo Wealth Planning
Pennsylvania
$329K +$446 +2 +0.1%
HBT
2021
Hills Bank & Trust
Iowa
$329K – – –
FCM
2022
Fourpath Capital Management
Oklahoma
$329K +$223 +1 +0.1%
IIM
2023
Ipswich Investment Management
Massachusetts
$327K – – –
FWM
2024
Foguth Wealth Management
Michigan
$326K +$669 +3 +0.2%
BP
2025
BBR Partners
New York
$326K +$3.57K +16 +1%
79 80
81
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