Guerra Pan Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Guerra Pan 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	–	Sell	-985	Closed	-$212K	–	127
2026 Q1	$212K	Hold	985	–	–	0.13%	113
2025 Q4	$216K	Hold	985	–	–	0.13%	108
2025 Q3	$213K	Hold	985	–	–	0.13%	109
2025 Q2	$202K	Buy	+985	New	+$191K	0.13%	112

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guerra Pan Advisors's VIG Position: Q2 2026 in Review

Guerra Pan Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 985 shares — an estimated $212K sold.

Guerra Pan Advisors first reported a position in VIG in Q2 2025 and held it in 4 quarters. The position peaked at $216K in Q4 2025. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Guerra Pan Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Guerra Pan Advisors sold 985 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $212K.
Guerra Pan Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and held it in 4 quarters.
Guerra Pan Advisors's Vanguard Dividend Appreciation ETF position peaked at $216K in Q4 2025.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.