Ken Fisher’s VIG Holdings & Trades

First Buy
Q2 2017
Duration Held
29 Quarters
Largest Add
Q3 2018
+4,713 Shares
Current Position
4,774 Shares
$1.03 M Value

Ken Fisher's VIG Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,774 shares of Vanguard Dividend Appreciation ETF (VIG) worth $1.03 M, representing 0.00% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 29 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in VIG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 4,713 shares. Largest reduction occurred in Q4 2018, reducing 4,713 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Vanguard Dividend Appreciation ETF (VIG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vanguard Dividend Appreciation ETF (VIG) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2017 +3,601 New Buy 3,601 $92.75
Q3 2017 -3,601 Sold Out 0 $0.00
Q3 2018 +4,713 New Buy 4,713 $110.76
Q4 2018 -4,713 Sold Out 0 $0.00
Q2 2019 +2,040 New Buy 2,040 $115.20
Q3 2019 -2,040 Sold Out 0 $0.00
Q4 2019 +1,762 New Buy 1,762 $124.86
Q1 2020 -1,762 Sold Out 0 $0.00
Q3 2020 +1,952 New Buy 1,952 $128.59
Q4 2020 +1,143 Add 58.56% 3,095 $141.20
Q1 2021 -290 Reduce 9.37% 2,805 $147.24
Q2 2021 -679 Reduce 24.21% 2,126 $154.75
Q3 2021 +3,937 Add 185.18% 6,063 $153.55
Q4 2021 -2,670 Reduce 44.04% 3,393 $171.82
Q1 2022 -3,393 Sold Out 0 $0.00
Q2 2022 +1,641 New Buy 1,641 $143.21
Q3 2022 -31 Reduce 1.89% 1,610 $135.40
Q4 2022 +657 Add 40.81% 2,267 $151.74
Q1 2023 +388 Add 17.12% 2,655 $154.03
Q2 2023 +965 Add 36.35% 3,620 $162.44
Q3 2023 +1,881 Add 51.96% 5,501 $155.39
Q4 2023 +771 Add 14.02% 6,272 $170.41
Q1 2024 -2,500 Reduce 39.86% 3,772 $182.65
Q2 2024 +2,662 Add 70.57% 6,434 $182.57
Q3 2024 -2,622 Reduce 40.75% 3,812 $198.10
Q4 2024 -63 Reduce 1.65% 3,749 $195.84
Q1 2025 +2,514 Add 67.06% 6,263 $193.99
Q2 2025 -2,248 Reduce 35.89% 4,015 $204.69
Q3 2025 +759 Add 18.90% 4,774 $215.81

Ken Fisher's Vanguard Dividend Appreciation ETF Investment FAQs

Ken Fisher first purchased Vanguard Dividend Appreciation ETF (VIG) in Q2 2017, acquiring 3,601 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Vanguard Dividend Appreciation ETF (VIG) for 29 quarters since Q2 2017.

Ken Fisher's largest addition to Vanguard Dividend Appreciation ETF (VIG) was in Q3 2018, adding 4,713 shares worth $522,000.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,774 shares of Vanguard Dividend Appreciation ETF (VIG), valued at approximately $1.03 M.

As of the Q3 2025 filing, Vanguard Dividend Appreciation ETF (VIG) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Vanguard Dividend Appreciation ETF (VIG) was 6,434 shares, as reported at the end of Q2 2024.