Cathy Pareto & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cathy Pareto & Associates’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	$308K	Sell	1,301 -18	-1%	-$4.13K	0.18%	78
2026 Q1	$284K	Buy	1,319 +4	+0.3%	+$892	0.19%	80
2025 Q4	$289K	Buy	1,315 +4	+0.3%	+$874	0.2%	76
2025 Q3	$283K	Buy	1,311 +4	+0.3%	+$840	0.21%	74
2025 Q2	$268K	Sell	1,307 -15	-1%	-$2.91K	0.22%	74
2025 Q1	$257K	Buy	1,322 +4	+0.3%	+$795	0.23%	72
2024 Q4	$258K	Buy	+1,318	New	+$263K	0.24%	70

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Cathy Pareto & Associates's VIG Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $4.13K and leaving 1,301 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #78.

Cathy Pareto & Associates first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 780 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cathy Pareto & Associates held 1,301 shares of Vanguard Dividend Appreciation ETF worth $308K as of Q2 2026.
Cathy Pareto & Associates sold 18 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.13K.
Vanguard Dividend Appreciation ETF made up 0.18% of Cathy Pareto & Associates's portfolio in Q2 2026, its #78 holding.
Cathy Pareto & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.