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

Pacific Sun Financial’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	$655K	Sell	3,046 -10	-0.3%	-$2.23K	0.32%	96
2025 Q4	$672K	Sell	3,056 -20	-0.7%	-$4.37K	0.32%	88
2025 Q3	$664K	Sell	3,076 -100	-3%	-$21K	0.32%	89
2025 Q2	$650K	Hold	3,176	–	–	0.34%	85
2025 Q1	$616K	Sell	3,176 -196	-6%	-$39K	0.35%	86
2024 Q4	$660K	Sell	3,372 -20	-0.6%	-$3.99K	0.36%	81
2024 Q3	$672K	Sell	3,392 -220	-6%	-$41.9K	0.37%	81
2024 Q2	$659K	Sell	3,612 -20	-0.6%	-$3.6K	0.39%	78
2024 Q1	$663K	Hold	3,632	–	–	0.39%	78
2023 Q4	$619K	Sell	3,632 -20	-0.5%	-$3.22K	0.39%	77
2023 Q3	$567K	Hold	3,652	–	–	0.39%	83
2023 Q2	$562K	Buy	+3,652	New	+$572K	0.38%	85
2022 Q4	$555K	Hold	3,652	–	–	0.39%	77
2022 Q3	$494K	Hold	3,652	–	–	0.35%	93
2022 Q2	$524K	Sell	3,652 -176	-5%	-$26.8K	0.35%	91
2022 Q1	$621K	Hold	3,828	–	–	0.34%	88
2021 Q4	$657K	Sell	3,828 -176	-4%	-$29K	0.35%	85
2021 Q3	$615K	Buy	+4,004	New	+$638K	0.35%	85
2020 Q3	$629K	Sell	4,886 -114	-2%	-$14.3K	0.53%	63
2020 Q2	$586K	Buy	5,000 +800	+19%	+$91.1K	0.53%	66
2020 Q1	$434K	Buy	4,200 +60	+1%	+$7.16K	0.5%	73
2019 Q4	$516K	Hold	4,140	–	–	0.45%	75
2019 Q3	$495K	Hold	4,140	–	–	0.47%	78
2019 Q2	$477K	Buy	+4,140	New	+$464K	0.46%	76
2018 Q2	$447K	Hold	4,180	–	–	0.46%	74
2018 Q1	$422K	Buy	+4,180	New	+$433K	0.56%	64

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 Sun Financial's VIG Position: Q1 2026 in Review

Pacific Sun Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.33% in Q1 2026, selling an estimated $2.23K and leaving 3,046 shares worth $655K. The position accounts for 0.32% of the portfolio, ranked #96.

Pacific Sun Financial first reported a position in VIG in Q1 2018 and has held it in 26 quarters since. The position peaked at $672K in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pacific Sun Financial held 3,046 shares of Vanguard Dividend Appreciation ETF worth $655K as of Q1 2026.
Pacific Sun Financial sold 10 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.23K.
Vanguard Dividend Appreciation ETF made up 0.32% of Pacific Sun Financial's portfolio in Q1 2026, its #96 holding.
Pacific Sun Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 26 quarters since.
Pacific Sun Financial's Vanguard Dividend Appreciation ETF position peaked at $672K in Q3 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.