VIG β€” VANGUARD DIVIDEND APPRECIATION ETF

Ownership history in Confluence Wealth Services, Inc.  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in VANGUARD DIVIDEND APPRECIATION ETF (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
7.94% (2024 Q3)
πŸ“Š Avg. % of fund
5.54%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

Confluence Wealth Services, Inc. Γ— VIG AI Analytics

πŸ“‰ Confluence Wealth Services, Inc. underperformed the S&P 500 by –3.0% annually on this VIG position. Timing score: 67% (10/15 decisions correct). Average cost basis: $174.61. Maximum drawdown during holding period: –20.2%.

πŸ“ˆ Position Alpha vs SPY
-3.0%
annualised excess return

⚠️ Trailed SPY by 3.0% ann. on this position.
15 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
10 of 15 add/trim decisions correct

πŸ’° Entry Quality
$174.61
+25.9% vs current ($219.78)

Best entry: $127.17 (2022 Q3)  Β·  Worst: $219.78 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–20.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

16 adds Β· 0 trims. Bought during 5 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 7.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VIG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 771,539 +48,673 +6.7% 7.02% $169.6M $219.78
2025 Q3 ADDED 722,866 +31,192 +4.5% 7.69% $156.0M $214.93
2025 Q2 ADDED 691,674 +31,282 +4.7% 7.72% $141.6M $203.03
2025 Q1 ADDED 660,392 +61,141 +10.2% 7.73% $122.7M $191.61
2024 Q4 ADDED 599,251 +51,165 +9.3% 7.89% $121.3M $192.50
2024 Q3 ADDED 548,086 +42,962 +8.5% 7.94% $108.6M $193.83
2024 Q2 ADDED 505,124 +30,722 +6.5% 7.35% $92.2M $177.90
2024 Q1 ADDED 474,402 +75,407 +18.9% 7.65% $86.6M $177.09
2023 Q4 ADDED 398,995 +242,983 +155.7% 7.45% $68.0M $164.55
2023 Q3 ADDED 156,012 +23,013 +17.3% 4.78% $24.2M $149.23
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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