Catalyst Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Catalyst Private Wealth’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	$453K	Buy	1,913 +1	+0.1%	+$230	0.22%	54
2026 Q1	$411K	Hold	1,912	–	–	0.22%	51
2025 Q4	$420K	Sell	1,912 -4	-0.2%	-$874	0.18%	59
2025 Q3	$413K	Buy	1,916 +1	+0.1%	+$210	0.18%	57
2025 Q2	$392K	Buy	1,915 +20	+1%	+$3.88K	0.17%	60
2025 Q1	$368K	Buy	1,895 +446	+31%	+$88.7K	0.18%	57
2024 Q4	$284K	Buy	+1,449	New	+$289K	0.13%	71
2020 Q4	–	Sell	-284	Closed	-$37K	–	278
2020 Q3	$37K	Buy	+284	New	+$35.7K	0.04%	133

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

Catalyst Private Wealth's VIG Position: Q2 2026 in Review

Catalyst Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $230 and bringing the position to 1,913 shares worth $453K. The position accounts for 0.22% of the portfolio, ranked #54.

Catalyst Private Wealth first reported a position in VIG in Q3 2020 and has held it in 8 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Catalyst Private Wealth held 1,913 shares of Vanguard Dividend Appreciation ETF worth $453K as of Q2 2026.
Catalyst Private Wealth bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.22% of Catalyst Private Wealth's portfolio in Q2 2026, its #54 holding.
Catalyst Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 8 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.