Parkside Financial Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Parkside Financial Bank & Trust’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	$183K	Sell	849 -417	-33%	-$93K	0.01%	476
2025 Q4	$278K	Buy	1,266 +823	+186%	+$180K	0.02%	371
2025 Q3	$95.7K	Buy	443 +1	+0.2%	+$210	0.01%	692
2025 Q2	$90.5K	Hold	442	–	–	0.01%	694
2025 Q1	$85.8K	Buy	442 +362	+453%	+$72K	0.01%	637
2024 Q4	$15.7K	Hold	80	–	–	﹤0.01%	1155
2024 Q3	$15.8K	Buy	80 +44	+122%	+$8.38K	﹤0.01%	1115
2024 Q2	$6.57K	Hold	36	–	–	﹤0.01%	1296
2024 Q1	$6.57K	Sell	36 -4	-10%	-$703	﹤0.01%	1275
2023 Q4	$6.82K	Buy	40 +6	+18%	+$965	﹤0.01%	1235
2023 Q3	$5.28K	Hold	34	–	–	﹤0.01%	1349
2023 Q2	$5.52K	Sell	34 -83	-71%	-$13K	﹤0.01%	1330
2023 Q1	$18K	Sell	117 -604	-84%	-$92.5K	﹤0.01%	906
2022 Q4	$109K	Buy	721 +27	+4%	+$4.02K	0.03%	363
2022 Q3	$94K	Hold	694	–	–	0.03%	358
2022 Q2	$100K	Hold	694	–	–	0.03%	346
2022 Q1	$113K	Sell	694 -225	-24%	-$36.3K	0.03%	335
2021 Q4	$158K	Sell	919 -15	-2%	-$2.47K	0.04%	272
2021 Q3	$143K	Buy	934 +22	+2%	+$3.51K	0.04%	257
2021 Q2	$141K	Buy	912 +662	+265%	+$102K	0.04%	260
2021 Q1	$37K	Hold	250	–	–	0.01%	570
2020 Q4	$35K	Buy	250 +25	+11%	+$3.39K	0.01%	563
2020 Q3	$29K	Hold	225	–	–	0.01%	551
2020 Q2	$26K	Buy	225 +54	+32%	+$6.15K	0.01%	572
2020 Q1	$18K	Sell	171 -670	-80%	-$79.9K	0.01%	592
2019 Q4	$105K	Hold	841	–	–	0.03%	293
2019 Q3	$101K	Hold	841	–	–	0.03%	279
2019 Q2	$97K	Hold	841	–	–	0.03%	281
2019 Q1	$92K	Hold	841	–	–	0.03%	270
2018 Q4	$83K	Buy	841 +670	+392%	+$69.9K	0.03%	273
2018 Q3	$19K	Hold	171	–	–	0.01%	624
2018 Q2	$17K	Hold	171	–	–	0.01%	632
2018 Q1	$17K	Hold	171	–	–	0.01%	611
2017 Q4	$17K	Hold	171	–	–	0.01%	617
2017 Q3	$16K	Hold	171	–	–	0.01%	625
2017 Q2	$16K	Sell	171 -430	-72%	-$39.4K	0.01%	615
2017 Q1	$54K	Buy	601 +430	+251%	+$38.1K	0.02%	318
2016 Q4	$15K	Sell	171 -719	-81%	-$60.5K	0.01%	603
2016 Q3	$75K	Buy	890 +719	+420%	+$60.9K	0.03%	279
2016 Q2	$14K	Hold	171	–	–	0.01%	617
2016 Q1	$14K	Hold	171	–	–	0.01%	595
2015 Q4	$13K	Hold	171	–	–	0.01%	614
2015 Q3	$13K	Buy	+171	New	+$13.2K	0.01%	582

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 $445B AUM 25.58% 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 $17.8B AUM 24.16% 1-Year Est. Return

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

Parkside Financial Bank & Trust's VIG Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q1 2026, selling an estimated $93K and leaving 849 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #476.

Parkside Financial Bank & Trust first reported a position in VIG in Q3 2015 and has held it in 43 quarters since. The position peaked at $278K in Q4 2025. 2,519 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Parkside Financial Bank & Trust held 849 shares of Vanguard Dividend Appreciation ETF worth $183K as of Q1 2026.
Parkside Financial Bank & Trust sold 417 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $93K.
Vanguard Dividend Appreciation ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #476 holding.
Parkside Financial Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and has held it in 43 quarters since.
Parkside Financial Bank & Trust's Vanguard Dividend Appreciation ETF position peaked at $278K in Q4 2025.
2,519 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.