Vest Gen Advisors, LLC Vanguard Dividend Appreciation Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 37,934 shares of VIG stock, worth $6.91 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

37,934

Holding current value

$6.91 Million

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	N/A	37,934 New	37,934 $7.36 Billion

Others Institutions Holding VIG

# of Institutions

2,531

Shares Held

217M

Call Options Held

615K

Put Options Held

128K

Bank Of America Corp Charlotte, NC

21.9M
Shares

$3.98 Billion
0.33% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.28 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$1.93 Billion
0.45% of portfolio
Vanguard Group Inc Valley Forge, PA

10.2M
Shares

$1.85 Billion
0.03% of portfolio
Wealthfront Advisers LLC

7.6M
Shares

$1.38 Billion
3.96% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Vest Gen Advisors, LLC Vanguard Dividend Appreciation Transaction History