Pacific Excel Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pacific Excel Wealth 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	$712K	Buy	+3,008	New	+$691K	0.28%	79

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

Pacific Excel Wealth Advisors's VIG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 3,008 shares worth $712K. The stake represents 0.28% of the portfolio and ranks #79 among its holdings.

2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pacific Excel Wealth Advisors held 3,008 shares of Vanguard Dividend Appreciation ETF worth $712K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.28% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #79 holding.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.