Patrick M. Sweeney & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Patrick M. Sweeney & Associates’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	$935K	Buy	4,349 +36	+0.8%	+$8.03K	0.6%	42
2025 Q4	$948K	Buy	4,313 +77	+2%	+$16.8K	0.59%	39
2025 Q3	$914K	Buy	4,236 +135	+3%	+$28.4K	0.59%	40
2025 Q2	$852K	Buy	4,101 +119	+3%	+$23.1K	0.59%	42
2025 Q1	$772K	Buy	3,982 +145	+4%	+$28.8K	0.58%	42
2024 Q4	$751K	Buy	3,837 +55	+1%	+$11K	0.56%	46
2024 Q3	$749K	Buy	3,782 +486	+15%	+$92.5K	0.55%	44
2024 Q2	$602K	Buy	3,296 +160	+5%	+$28.8K	0.49%	54
2024 Q1	$573K	Buy	3,136 +267	+9%	+$46.9K	0.47%	53
2023 Q4	$489K	Buy	+2,869	New	+$462K	0.45%	58

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

Patrick M. Sweeney & Associates's VIG Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.83% in Q1 2026, buying an estimated $8.03K and bringing the position to 4,349 shares worth $935K. The position accounts for 0.6% of the portfolio, ranked #42.

Patrick M. Sweeney & Associates first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $948K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Patrick M. Sweeney & Associates held 4,349 shares of Vanguard Dividend Appreciation ETF worth $935K as of Q1 2026.
Patrick M. Sweeney & Associates bought 36 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $8.03K.
Vanguard Dividend Appreciation ETF made up 0.6% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #42 holding.
Patrick M. Sweeney & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Vanguard Dividend Appreciation ETF position peaked at $948K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.