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Patriot Financial Group Insurance Agency’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$7.72M Sell
32,606
-27,790
-46% -$6.38M 0.79% 25
2026
Q1 		$13M Buy
60,396
+26,360
+77% +$5.88M 0.73% 26
2025
Q4 		$7.48M Sell
34,036
-353
-1% -$77.1K 0.89% 17
2025
Q3 		$7.42M Buy
34,389
+16,311
+90% +$3.43M 0.95% 16
2025
Q2 		$3.57M Sell
18,078
-228
-1% -$44.2K 0.41% 59
2025
Q1 		$3.42M Sell
18,306
-703
-4% -$140K 0.46% 55
2024
Q4 		$3.59M Buy
19,009
+490
+3% +$97.8K 0.48% 47
2024
Q3 		$3.54M Sell
18,519
-524
-3% -$99.8K 0.48% 46
2024
Q2 		$3.36M Sell
19,043
-865
-4% -$156K 0.49% 45
2024
Q1 		$3.52M Buy
19,908
+907
+5% +$159K 0.56% 36
2023
Q4 		$3.13M Buy
19,001
+351
+2% +$56.5K 0.59% 34
2023
Q3 		$2.8M Buy
18,650
+505
+3% +$81.9K 0.58% 36
2023
Q2 		$2.84M Sell
18,145
-70
-0.4% -$11K 0.54% 33
2023
Q1 		$2.7M Sell
18,215
-677
-4% -$104K 0.55% 33
2022
Q4 		$2.77M Sell
18,892
-1,732
-8% -$258K 0.37% 32
2022
Q3 		$2.79M Sell
20,624
-334
-2% -$49.7K 0.68% 26
2022
Q2 		$3.01M Sell
20,958
-87
-0.4% -$13.2K 0.61% 30
2022
Q1 		$3.41M Buy
21,045
+276
+1% +$44.5K 0.61% 28
2021
Q4 		$3.57M Sell
20,769
-205
-1% -$33.8K 0.59% 27
2021
Q3 		$3.22M Sell
20,974
-40,671
-66% -$6.48M 0.57% 28
2021
Q2 		$9.54M Sell
61,645
-17,740
-22% -$2.72M 1.74% 4
2021
Q1 		$11.7M Buy
79,385
+675
+0.9% +$96K 2.68% 3
2020
Q4 		$11.1M Buy
78,710
+1,130
+1% +$153K 2.79% 3
2020
Q3 		$9.98M Sell
77,580
-82
-0.1% -$10.3K 3.25% 3
2020
Q2 		$9.1M Sell
77,662
-2,605
-3% -$297K 3.48% 2
2020
Q1 		$8.3M Buy
80,267
+2,620
+3% +$313K 3.79% 2
2019
Q4 		$9.68M Sell
77,647
-936
-1% -$113K 3.63% 3
2019
Q3 		$9.4M Buy
78,583
+33,888
+76% +$4M 4.23% 2
2019
Q2 		$5.2M Sell
44,695
-4,695
-10% -$527K 2.24% 7
2019
Q1 		$5.42M Buy
49,390
+8,223
+20% +$867K 2.78% 5
2018
Q4 		$4.03M Buy
41,167
+11,715
+40% +$1.22M 2.65% 6
2018
Q3 		$3.26M Sell
29,452
-1,711
-5% -$184K 1.95% 8
2018
Q2 		$3.17M Buy
31,163
+629
+2% +$64.1K 3.39% 6
2018
Q1 		$3.02M Buy
30,534
+1,707
+6% +$177K 2.23% 6
2017
Q4 		$3M Sell
28,827
-712
-2% -$70.1K 2.25% 6
2017
Q3 		$2.81M Buy
29,539
+2,514
+9% +$235K 2.51% 5
2017
Q2 		$2.5M Sell
27,025
-181
-0.7% -$16.6K 2.61% 5
2017
Q1 		$2.43M Buy
27,206
+4,122
+18% +$365K 2.56% 6
2016
Q4 		$1.99M Buy
+23,084
New +$1.94M 2.72% 5

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VIG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 46% in Q2 2026, selling an estimated $6.38M and leaving 32,606 shares worth $7.72M. The position accounts for 0.79% of the portfolio, ranked #25.

Patriot Financial Group Insurance Agency first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. The position peaked at $13M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 32,606 shares of Vanguard Dividend Appreciation ETF worth $7.72M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 27,790 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.38M.
  • Vanguard Dividend Appreciation ETF made up 0.79% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #25 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Dividend Appreciation ETF position peaked at $13M in Q1 2026.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.