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 Q2	$1.05M	Buy	4,455 +106	+2%	+$24.3K	0.61%	41
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 $1.55T 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

Patrick M. Sweeney & Associates's VIG Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, buying an estimated $24.3K and bringing the position to 4,455 shares worth $1.05M. The position accounts for 0.61% of the portfolio, ranked #41.

Patrick M. Sweeney & Associates first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Patrick M. Sweeney & Associates held 4,455 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q2 2026.
Patrick M. Sweeney & Associates bought 106 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $24.3K.
Vanguard Dividend Appreciation ETF made up 0.61% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #41 holding.
Patrick M. Sweeney & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.