Barnes Pettey Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Barnes Pettey Financial Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321K	Sell	1,358 -567	-29%	-$130K	0.1%	135
2026 Q1	$414K	Buy	1,925 +97	+5%	+$21.6K	0.18%	104
2025 Q4	$402K	Sell	1,828 -27	-1%	-$5.9K	0.2%	92
2025 Q3	$400K	Buy	1,855 +160	+9%	+$33.6K	0.22%	82
2025 Q2	$347K	Buy	1,695 +459	+37%	+$89K	0.23%	74
2025 Q1	$240K	Sell	1,236 -14	-1%	-$2.78K	0.19%	87
2024 Q4	$245K	Hold	1,250	–	–	0.19%	84
2024 Q3	$248K	Buy	1,250 +1	+0.1%	+$190	0.2%	83
2024 Q2	$228K	Sell	1,249 -80	-6%	-$14.4K	0.2%	84
2024 Q1	$243K	Hold	1,329	–	–	0.21%	81
2023 Q4	$226K	Hold	1,329	–	–	0.18%	91
2023 Q3	$207K	Sell	1,329 -21	-2%	-$3.4K	0.19%	89
2023 Q2	$219K	Buy	1,350 +19	+1%	+$2.98K	0.19%	93
2023 Q1	$205K	Sell	1,331 -13	-1%	-$1.99K	0.2%	97
2022 Q4	$204K	Buy	+1,344	New	+$200K	0.21%	98

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Barnes Pettey Financial Advisors's VIG Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q2 2026, selling an estimated $130K and leaving 1,358 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #135.

Barnes Pettey Financial Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $414K in Q1 2026. 1,337 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Barnes Pettey Financial Advisors held 1,358 shares of Vanguard Dividend Appreciation ETF worth $321K as of Q2 2026.
Barnes Pettey Financial Advisors sold 567 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $130K.
Vanguard Dividend Appreciation ETF made up 0.1% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #135 holding.
Barnes Pettey Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Barnes Pettey Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $414K in Q1 2026.
1,337 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.