PCFFS
VIG icon

Pacific Center for Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pacific Center for Financial Services’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 		$475K Buy
2,008
+6
+0.3% +$1.38K 0.11% 62
2026
Q1 		$430K Sell
2,002
-281
-12% -$62.6K 0.11% 62
2025
Q4 		$493K Hold
2,283
– – 0.13% 56
2025
Q3 		$493K Buy
2,283
+7
+0.3% +$1.47K 0.13% 56
2025
Q2 		$466K Buy
2,276
+35
+2% +$6.78K 0.13% 55
2025
Q1 		$435K Buy
2,241
+8
+0.4% +$1.59K 0.12% 54
2024
Q4 		$437K Buy
2,233
+13
+0.6% +$2.6K 0.11% 52
2024
Q3 		$440K Buy
2,220
+8
+0.4% +$1.52K 0.12% 52
2024
Q2 		$404K Hold
2,212
– – 0.11% 56
2024
Q1 		$404K Buy
2,212
+26
+1% +$4.57K 0.12% 55
2023
Q4 		$372K Buy
2,186
+14
+0.6% +$2.25K 0.12% 51
2023
Q3 		$337K Buy
2,172
+244
+13% +$39.6K 0.11% 54
2023
Q2 		$313K Hold
1,928
– – 0.1% 62
2023
Q1 		$297K Buy
+1,928
New +$295K 0.1% 63
2022
Q3 		$259K Buy
1,914
+6
+0.3% +$893 0.1% 65
2022
Q2 		$274K Buy
1,908
+6
+0.3% +$913 0.11% 66
2022
Q1 		$308K Buy
1,902
+6
+0.3% +$968 0.11% 58
2021
Q4 		$326K Buy
1,896
+6
+0.3% +$989 0.13% 56
2021
Q3 		$290K Buy
1,890
+5
+0.3% +$797 0.13% 60
2021
Q2 		$292K Sell
1,885
-973
-34% -$149K 0.13% 57
2021
Q1 		$420K Buy
2,858
+4
+0.1% +$569 0.2% 41
2020
Q4 		$403K Buy
2,854
+1,270
+80% +$172K 0.15% 39
2020
Q3 		$204K Buy
+1,584
New +$199K 0.08% 55

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

Pacific Center for Financial Services's VIG Position: Q2 2026 in Review

Pacific Center for Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q2 2026, buying an estimated $1.38K and bringing the position to 2,008 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #62.

Pacific Center for Financial Services first reported a position in VIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $493K in Q4 2025. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Pacific Center for Financial Services held 2,008 shares of Vanguard Dividend Appreciation ETF worth $475K as of Q2 2026.
  • Pacific Center for Financial Services bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Pacific Center for Financial Services's portfolio in Q2 2026, its #62 holding.
  • Pacific Center for Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 23 quarters since.
  • Pacific Center for Financial Services's Vanguard Dividend Appreciation ETF position peaked at $493K in Q4 2025.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.