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

Pathway Financial Advisors’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
Q3 		$9.56M Hold
40,974
– – 1.06% 17
2026
Q2 		$9.78M Sell
40,974
-19
-0% -$4.36K 1.14% 17
2026
Q1 		$8.86M Buy
40,993
+1
+0% +$223 1.1% 18
2025
Q4 		$9.19M Buy
40,992
+3
+0% +$655 1.15% 19
2025
Q3 		$8.85M Buy
40,989
+1
+0% +$210 1.18% 17
2025
Q2 		$8.39M Hold
40,988
– – 1.23% 16
2025
Q1 		$7.95M Sell
40,988
-219
-0.5% -$43.5K 1.43% 14
2024
Q4 		$8.07M Sell
41,207
-97
-0.2% -$19.4K 1.86% 9
2024
Q3 		$8.18M Buy
41,304
+2
+0% +$381 2.1% 9
2024
Q2 		$7.54M Hold
41,302
– – 2.04% 9
2024
Q1 		$7.54M Buy
41,302
+526
+1% +$92.4K 2.04% 9
2023
Q4 		$6.95M Buy
40,776
+3
+0% +$483 2.01% 10
2023
Q3 		$6.34M Buy
40,773
+2
+0% +$324 2.17% 8
2023
Q2 		$6.62M Buy
40,771
+19
+0% +$2.98K 2.16% 8
2023
Q1 		$6.28M Sell
40,752
-298
-0.7% -$45.7K 2.12% 8
2022
Q4 		$6.23M Sell
41,050
-184
-0.4% -$27.4K 1.92% 10
2022
Q3 		$5.57M Sell
41,234
-3
-0% -$446 1.92% 8
2022
Q2 		$5.92M Buy
41,237
+201
+0.5% +$30.6K 2.46% 8
2022
Q1 		$6.65M Buy
41,036
+157
+0.4% +$25.3K 2.49% 8
2021
Q4 		$6.65M Buy
+40,879
New +$6.74M 2.37% 8
2021
Q1 		$6.22M Buy
40,324
+800
+2% +$114K 2.46% 9
2020
Q4 		$5.5M Buy
39,524
+250
+0.6% +$33.9K 2.28% 10
2020
Q3 		$5.07M Buy
39,274
+312
+0.8% +$39.3K 1.96% 10
2020
Q2 		$4.57M Hold
38,962
– – 1.37% 12
2020
Q1 		$3.92M Sell
38,962
-80
-0.2% -$9.55K 1.31% 12
2019
Q4 		$5.02M Sell
39,042
-14,360
-27% -$1.74M 1.42% 12
2019
Q3 		$6.44M Sell
53,402
-129
-0.2% -$15.2K 1.84% 10
2019
Q2 		$6.17M Hold
53,531
– – 1.82% 11
2019
Q1 		$5.87M Buy
53,531
+85
+0.2% +$8.96K 1.82% 11
2018
Q4 		$5.24M Hold
53,446
– – 2.94% 8
2018
Q3 		$5.31M Sell
53,446
-82
-0.2% -$8.81K 2.95% 8
2018
Q2 		$5.44M Hold
53,528
– – 3.19% 8
2018
Q1 		$5.41M Sell
53,528
-193
-0.4% -$20K 3.16% 7
2017
Q4 		$5.48M Buy
+53,721
New +$5.29M 3.16% 7

Other funds holding VIG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors's VIG Position: Q3 2026 in Review

Pathway Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 40,974 shares worth $9.56M. The position accounts for 1.06% of the portfolio, ranked #17.

Pathway Financial Advisors first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.78M in Q2 2026. 111 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Pathway Financial Advisors held 40,974 shares of Vanguard Dividend Appreciation ETF worth $9.56M as of Q3 2026.
  • Pathway Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 1.06% of Pathway Financial Advisors's portfolio in Q3 2026, its #17 holding.
  • Pathway Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
  • Pathway Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $9.78M in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.