Pathway Financial Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pathway Financial Advisers’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	$5.65M	Buy	23,882 +956	+4%	+$220K	1.42%	13
2026 Q1	$4.93M	Buy	22,926 +1,675	+8%	+$373K	1.39%	17
2025 Q4	$4.67M	Buy	21,251 +550	+3%	+$120K	1.35%	20
2025 Q3	$4.43M	Buy	20,701 +989	+5%	+$208K	1.29%	18
2025 Q2	$4.03M	Buy	19,712 +735	+4%	+$142K	1.31%	22
2025 Q1	$3.68M	Sell	18,977 -174	-0.9%	-$34.6K	1.26%	24
2024 Q4	$3.75M	Buy	19,151 +624	+3%	+$125K	1.26%	24
2024 Q3	$3.67M	Buy	18,527 +1,033	+6%	+$197K	1.66%	18
2024 Q2	$3.17M	Buy	17,494 +746	+4%	+$134K	1.14%	26
2024 Q1	$3.06M	Buy	16,748 +1,853	+12%	+$326K	1.1%	28
2023 Q4	$2.54M	Buy	14,895 +463	+3%	+$74.5K	0.97%	31
2023 Q3	$2.24M	Buy	+14,432	New	+$2.34M	0.93%	34
2023 Q1	$2.13M	Buy	13,834 +1,284	+10%	+$197K	0.86%	40
2022 Q4	$1.91M	Buy	+12,550	New	+$1.87M	0.77%	47

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

Pathway Financial Advisers's VIG Position: Q2 2026 in Review

Pathway Financial Advisers increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q2 2026, buying an estimated $220K and bringing the position to 23,882 shares worth $5.65M. The position accounts for 1.42% of the portfolio, ranked #13.

Pathway Financial Advisers first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pathway Financial Advisers held 23,882 shares of Vanguard Dividend Appreciation ETF worth $5.65M as of Q2 2026.
Pathway Financial Advisers bought 956 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $220K.
Vanguard Dividend Appreciation ETF made up 1.42% of Pathway Financial Advisers's portfolio in Q2 2026, its #13 holding.
Pathway Financial Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.