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Pacific Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pacific Financial Group’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
Q1 		$474K Buy
2,203
+54
+3% +$12K 0.26% 65
2025
Q4 		$472K Sell
2,149
-441
-17% -$96.4K 0.26% 58
2025
Q3 		$559K Sell
2,590
-228
-8% -$47.9K 0.41% 43
2025
Q2 		$577K Buy
2,818
+55
+2% +$10.7K 0.45% 42
2025
Q1 		$536K Buy
2,763
+313
+13% +$62.2K 0.43% 41
2024
Q4 		$480K Sell
2,450
-378
-13% -$75.5K 0.36% 44
2024
Q3 		$560K Sell
2,828
-277
-9% -$52.7K 0.41% 41
2024
Q2 		$567K Sell
3,105
-366
-11% -$65.9K 0.4% 42
2024
Q1 		$634K Sell
3,471
-356
-9% -$62.5K 0.44% 40
2023
Q4 		$652K Sell
3,827
-183
-5% -$29.4K 0.49% 41
2023
Q3 		$623K Buy
4,010
+25
+0.6% +$4.05K 0.41% 43
2023
Q2 		$647K Buy
3,985
+96
+2% +$15K 0.42% 39
2023
Q1 		$599K Sell
3,889
-146
-4% -$22.4K 0.45% 36
2022
Q4 		$613K Sell
4,035
-1,110
-22% -$165K 0.46% 38
2022
Q3 		$695K Sell
5,145
-416
-7% -$61.9K 0.62% 30
2022
Q2 		$798K Sell
5,561
-1,528
-22% -$233K 0.59% 34
2022
Q1 		$1.15M Buy
7,089
+1,369
+24% +$221K 0.75% 30
2021
Q4 		$965K Buy
5,720
+40
+0.7% +$6.59K 0.63% 38
2021
Q3 		$872K Buy
5,680
+381
+7% +$60.7K 0.62% 40
2021
Q2 		$820K Sell
5,299
-104
-2% -$16K 0.57% 44
2021
Q1 		$795K Buy
+5,403
New +$769K 0.64% 34

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Financial Group's VIG Position: Q1 2026 in Review

Pacific Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q1 2026, buying an estimated $12K and bringing the position to 2,203 shares worth $474K. The position accounts for 0.26% of the portfolio, ranked #65.

Pacific Financial Group first reported a position in VIG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q1 2022. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Pacific Financial Group held 2,203 shares of Vanguard Dividend Appreciation ETF worth $474K as of Q1 2026.
  • Pacific Financial Group bought 54 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $12K.
  • Vanguard Dividend Appreciation ETF made up 0.26% of Pacific Financial Group's portfolio in Q1 2026, its #65 holding.
  • Pacific Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 21 quarters since.
  • Pacific Financial Group's Vanguard Dividend Appreciation ETF position peaked at $1.15M in Q1 2022.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.