Raab & Moskowitz Asset Management LLC VIG — VANGUARD DIVIDEND APPRECIATION ETF

Ownership history in Raab & Moskowitz Asset Management LLC  ·  47 quarters on record

AI Ownership Summary

Raab & Moskowitz Asset Management LLC reported VANGUARD DIVIDEND APPRECIATION ETF (VIG) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.03% in 2023 Q4. The latest visible filing shows VIG at 1.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Raab & Moskowitz Asset Management LLC's position in VANGUARD DIVIDEND APPRECIATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIG was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIG stock page Raab & Moskowitz Asset Management LLC fund profile Raab & Moskowitz Asset Management LLC full holdings
How Raab & Moskowitz Asset Management LLC held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 34,261 -444 -1.3% 1.65% $7.5M 2026-02-14 (Est.) $226.38
2025 Q3 REDUCED — — — 34,705 -596 -1.7% 1.67% $7.5M 2025-11-18 $212.64
2025 Q2 REDUCED — — — 35,301 -979 -2.7% 1.72% $7.2M 2025-08-13 $207.47
2025 Q1 REDUCED — — — 36,280 -1,152 -3.1% 1.77% $7.0M 2025-05-15 $194.50
2024 Q4 ADDED — — — 37,432 +510 +1.4% 1.80% $7.3M 2025-01-29 $196.87
2024 Q3 REDUCED — — — 36,922 -492 -1.3% 1.85% $7.3M 2024-11-15 $193.69
2024 Q2 ADDED — — — 37,414 +42 +0.1% 1.86% $6.8M 2024-08-15 $185.06
2024 Q1 REDUCED — — — 37,372 -348 -0.9% 1.91% $6.8M 2024-05-14 $175.48
2023 Q4 ADDED — — — 37,720 +1,420 +3.9% 2.03% $6.4M 2024-02-02 $167.72
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIG

As of 2026 Q1 — sorted by position size

Reality Financial Planning Services, LLC 16.67% Granite FO LLC 15.44% GEN Financial Management, INC. 15.14% Ariston Services Group 15.08% Paragon Capital Management Ltd 3Y 7Y 13.65% Aurdan Capital Management, LLC 12.86% FLYWHEEL PRIVATE WEALTH LLC 12.33% Buska Wealth Management, LLC 12.28% Western Pacific Wealth Management, LP 3Y 11.73% INVESTMENT ADVISORY SERVICES INC /TX /ADV 3Y 11.03%

FAQ About Raab & Moskowitz Asset Management LLC and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Raab & Moskowitz Asset Management LLC reported owning VIG?

Raab & Moskowitz Asset Management LLC reported VIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in Raab & Moskowitz Asset Management LLC's portfolio?

The largest reported portfolio weight for VIG was 2.03% in 2023 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when Raab & Moskowitz Asset Management LLC reported 34,261 shares, equal to 1.65% of portfolio, with an estimated market value of $7.5M.

What does the chart on this VIG ownership page compare?

The chart compares Raab & Moskowitz Asset Management LLC's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Raab & Moskowitz Asset Management LLC time their VIG position?

Based on 13F filing dates vs. subsequent VIG price moves, Raab & Moskowitz Asset Management LLC correctly timed 24 out of 46 reported position changes (52%). The annualised alpha on VIG relative to SPY over the holding period was -1.4%.

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