PWM
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Parkworth Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$28.9K Hold
141
– – 0.02% 118
2025
Q1 		$27.4K Hold
141
– – 0.02% 109
2024
Q4 		$27.7K Buy
+141
New +$28.2K 0.02% 109

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Parkworth Wealth Management's VIG Position: Q2 2025 in Review

Parkworth Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2025 at 141 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #118.

Parkworth Wealth Management first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Parkworth Wealth Management held 141 shares of Vanguard Dividend Appreciation ETF worth $28.9K as of Q2 2025.
  • Parkworth Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2025.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #118 holding.
  • Parkworth Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.