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 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 $1.37T 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 $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return

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

Pathway Financial Advisers's VIG Position: Q1 2026 in Review

Pathway Financial Advisers increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q1 2026, buying an estimated $373K and bringing the position to 22,926 shares worth $4.93M. The position accounts for 1.39% of the portfolio, ranked #17.

Pathway Financial Advisers first reported a position in VIG in Q4 2022 and has held it in 13 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pathway Financial Advisers held 22,926 shares of Vanguard Dividend Appreciation ETF worth $4.93M as of Q1 2026.
Pathway Financial Advisers bought 1,675 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $373K.
Vanguard Dividend Appreciation ETF made up 1.39% of Pathway Financial Advisers's portfolio in Q1 2026, its #17 holding.
Pathway Financial Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 13 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.