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Parcion Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Parcion Private Wealth’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 		$200K Buy
+846
New +$194K 0.01% 493
2025
Q1 		– Sell
-1,391
Closed -$272K – 311
2024
Q4 		$272K Hold
1,391
– – 0.02% 208
2024
Q3 		$276K Buy
+1,391
New +$265K 0.02% 203

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Parcion Private Wealth's VIG Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 846 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in VIG as recently as Q4 2024.

Parcion Private Wealth first reported a position in VIG in Q3 2024 and has held it in 3 quarters since. The position peaked at $276K in Q3 2024. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Parcion Private Wealth held 846 shares of Vanguard Dividend Appreciation ETF worth $200K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Parcion Private Wealth position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #493 holding.
  • Parcion Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 3 quarters since.
  • Parcion Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $276K in Q3 2024.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.