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McGinn Penninger Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McGinn Penninger Investment Management’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 		$251K Sell
1,062
-92
-8% -$21.1K 0.15% 34
2026
Q1 		$248K Sell
1,154
-113
-9% -$25.2K 0.16% 31
2025
Q4 		$278K Sell
1,267
-85
-6% -$18.6K 0.16% 32
2025
Q3 		$292K Sell
1,352
-534
-28% -$112K 0.17% 32
2025
Q2 		$386K Sell
1,886
-191
-9% -$37K 0.24% 33
2025
Q1 		$403K Buy
+2,077
New +$413K 0.26% 36

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McGinn Penninger Investment Management's VIG Position: Q2 2026 in Review

McGinn Penninger Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8% in Q2 2026, selling an estimated $21.1K and leaving 1,062 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #34.

McGinn Penninger Investment Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $403K in Q1 2025. 1,965 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • McGinn Penninger Investment Management held 1,062 shares of Vanguard Dividend Appreciation ETF worth $251K as of Q2 2026.
  • McGinn Penninger Investment Management sold 92 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $21.1K.
  • Vanguard Dividend Appreciation ETF made up 0.15% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #34 holding.
  • McGinn Penninger Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
  • McGinn Penninger Investment Management's Vanguard Dividend Appreciation ETF position peaked at $403K in Q1 2025.
  • 1,965 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.