Patrick M. Sweeney & Associates
VIG icon

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
Q3 		$1.05M Buy
4,480
+25
+0.6% +$6K 0.59% 39
2026
Q2 		$1.05M Buy
4,455
+106
+2% +$24.3K 0.61% 41
2026
Q1 		$935K Buy
4,349
+36
+0.8% +$8.02K 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Patrick M. Sweeney & Associates's VIG Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.56% in Q3 2026, buying an estimated $6K and bringing the position to 4,480 shares worth $1.05M. The position accounts for 0.59% of the portfolio, ranked #39.

Patrick M. Sweeney & Associates first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Patrick M. Sweeney & Associates held 4,480 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 25 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $6K.
  • Vanguard Dividend Appreciation ETF made up 0.59% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #39 holding.
  • Patrick M. Sweeney & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Vanguard Dividend Appreciation ETF position peaked at $1.05M in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.