Pallas Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pallas Capital 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	$5.94M	Buy	25,123 +129	+0.5%	+$29.6K	0.18%	98
2026 Q1	$5.38M	Sell	24,994 -3,179	-11%	-$709K	0.2%	97
2025 Q4	$6.19M	Buy	28,173 +8,184	+41%	+$1.79M	0.2%	86
2025 Q3	$4.31M	Buy	19,989 +857	+4%	+$180K	0.16%	111
2025 Q2	$3.92M	Buy	19,132 +343	+2%	+$66.5K	0.15%	114
2025 Q1	$3.64M	Buy	18,789 +678	+4%	+$135K	0.15%	127
2024 Q4	$3.55M	Sell	18,111 -24	-0.1%	-$4.79K	0.15%	125
2024 Q3	$3.59M	Buy	18,135 +676	+4%	+$129K	0.15%	117
2024 Q2	$3.29M	Buy	17,459 +849	+5%	+$153K	0.15%	119
2024 Q1	$3.03M	Buy	16,610 +404	+2%	+$71K	0.13%	127
2023 Q4	$2.76M	Sell	16,206 -3,968	-20%	-$638K	0.15%	119
2023 Q3	$3.06M	Buy	20,174 +2,681	+15%	+$435K	0.19%	100
2023 Q2	$2.86M	Buy	17,493 +10,283	+143%	+$1.61M	0.13%	98
2023 Q1	$1.13M	Buy	7,210 +4,030	+127%	+$617K	0.11%	139
2022 Q4	$488K	Buy	+3,180	New	+$474K	0.05%	183

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

Pallas Capital Advisors's VIG Position: Q2 2026 in Review

Pallas Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.52% in Q2 2026, buying an estimated $29.6K and bringing the position to 25,123 shares worth $5.94M. The position accounts for 0.18% of the portfolio, ranked #98.

Pallas Capital Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.19M in Q4 2025. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pallas Capital Advisors held 25,123 shares of Vanguard Dividend Appreciation ETF worth $5.94M as of Q2 2026.
Pallas Capital Advisors bought 129 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $29.6K.
Vanguard Dividend Appreciation ETF made up 0.18% of Pallas Capital Advisors's portfolio in Q2 2026, its #98 holding.
Pallas Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Pallas Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.19M in Q4 2025.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.