PIMG
VIG icon

Patriot Investment Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Patriot Investment Management Group’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 		$13.5M Sell
57,172
-749
-1% -$172K 0.78% 22
2026
Q1 		$12.5M Sell
57,921
-413
-0.7% -$92.1K 0.8% 21
2025
Q4 		$12.8M Sell
58,334
-5,612
-9% -$1.23M 0.81% 21
2025
Q3 		$13.8M Sell
63,946
-1,269
-2% -$266K 0.9% 18
2025
Q2 		$13.3M Sell
65,215
-664
-1% -$129K 0.92% 18
2025
Q1 		$12.8M Buy
65,879
+135
+0.2% +$26.8K 0.96% 18
2024
Q4 		$12.9M Sell
65,744
-1,416
-2% -$283K 0.96% 17
2024
Q3 		$13.3M Sell
67,160
-411
-0.6% -$78.3K 0.98% 17
2024
Q2 		$12.3M Sell
67,571
-287
-0.4% -$51.7K 0.96% 17
2024
Q1 		$12.4M Sell
67,858
-16,010
-19% -$2.81M 0.98% 17
2023
Q4 		$14.3M Sell
83,868
-454
-0.5% -$73.1K 1.22% 15
2023
Q3 		$13.1M Sell
84,322
-541
-0.6% -$87.7K 1.2% 15
2023
Q2 		$13.8M Sell
84,863
-1,519
-2% -$238K 1.16% 16
2023
Q1 		$13.3M Sell
86,382
-697
-0.8% -$107K 1.17% 16
2022
Q4 		$13.5M Buy
87,079
+187
+0.2% +$27.9K 1.17% 16
2022
Q3 		$11.7M Buy
86,892
+1,227
+1% +$183K 1.21% 16
2022
Q2 		$12.3M Sell
85,665
-394
-0.5% -$60K 1.2% 16
2022
Q1 		$14M Buy
86,059
+3,435
+4% +$554K 1.21% 17
2021
Q4 		$14.2M Buy
82,624
+854
+1% +$141K 1.2% 17
2021
Q3 		$12.6M Buy
81,770
+450
+0.6% +$71.7K 1.13% 18
2021
Q2 		$12.6M Sell
81,320
-950
-1% -$146K 1.17% 19
2021
Q1 		$12.1M Buy
82,270
+20,392
+33% +$2.9M 1.2% 19
2020
Q4 		$8.73M Sell
61,878
-19,472
-24% -$2.64M 1.32% 15
2020
Q3 		$10.5M Sell
81,350
-6,497
-7% -$817K 1.25% 18
2020
Q2 		$10.3M Buy
87,847
+1,442
+2% +$164K 1.3% 20
2020
Q1 		$8.93M Buy
86,405
+2,298
+3% +$274K 1.36% 20
2019
Q4 		$10.5M Sell
84,107
-9,385
-10% -$1.14M 1.35% 20
2019
Q3 		$9.98M Buy
93,492
+8,013
+9% +$945K 1.38% 20
2019
Q2 		$9.84M Sell
85,479
-1,754
-2% -$197K 1.38% 19
2019
Q1 		$9.56M Buy
+87,233
New +$9.19M 1.41% 19

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Patriot Investment Management Group's VIG Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $172K and leaving 57,172 shares worth $13.5M. The position accounts for 0.78% of the portfolio, ranked #22.

Patriot Investment Management Group first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.3M in Q4 2023. 1,095 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Patriot Investment Management Group held 57,172 shares of Vanguard Dividend Appreciation ETF worth $13.5M as of Q2 2026.
  • Patriot Investment Management Group sold 749 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $172K.
  • Vanguard Dividend Appreciation ETF made up 0.78% of Patriot Investment Management Group's portfolio in Q2 2026, its #22 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Vanguard Dividend Appreciation ETF position peaked at $14.3M in Q4 2023.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.