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

Pacific Point 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 Q1	$454K	Sell	2,109 -2,869	-58%	-$640K	0.24%	92
2025 Q4	$1.09M	Buy	4,978 +2,831	+132%	+$619K	0.59%	62
2025 Q3	$463K	Buy	+2,147	New	+$451K	0.27%	88

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Point Advisors's VIG Position: Q1 2026 in Review

Pacific Point Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 58% in Q1 2026, selling an estimated $640K and leaving 2,109 shares worth $454K. The position accounts for 0.24% of the portfolio, ranked #92.

Pacific Point Advisors first reported a position in VIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pacific Point Advisors held 2,109 shares of Vanguard Dividend Appreciation ETF worth $454K as of Q1 2026.
Pacific Point Advisors sold 2,869 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $640K.
Vanguard Dividend Appreciation ETF made up 0.24% of Pacific Point Advisors's portfolio in Q1 2026, its #92 holding.
Pacific Point Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 3 quarters since.
Pacific Point Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.09M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.