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Patten Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Patten 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
Q1 		$1.91M Sell
8,873
-38
-0.4% -$8.47K 0.33% 92
2025
Q4 		$1.96M Buy
8,911
+2,836
+47% +$620K 0.36% 89
2025
Q3 		$1.31M Sell
6,075
-143
-2% -$30K 0.26% 112
2025
Q2 		$1.27M Sell
6,218
-187
-3% -$36.2K 0.27% 107
2025
Q1 		$1.24M Sell
6,405
-228
-3% -$45.3K 0.28% 104
2024
Q4 		$1.3M Sell
6,633
-130
-2% -$26K 0.29% 103
2024
Q3 		$1.34M Sell
6,763
-50
-0.7% -$9.52K 0.3% 103
2024
Q2 		$1.24M Buy
6,813
+101
+2% +$18.2K 0.29% 98
2024
Q1 		$1.23M Buy
6,712
+231
+4% +$40.6K 0.3% 99
2023
Q4 		$1.1M Buy
6,481
+287
+5% +$46.2K 0.3% 100
2023
Q3 		$962K Buy
6,194
+262
+4% +$42.5K 0.29% 105
2023
Q2 		$964K Buy
5,932
+39
+0.7% +$6.11K 0.14% 106
2023
Q1 		$908K Sell
5,893
-66
-1% -$10.1K 0.27% 109
2022
Q4 		$905K Sell
5,959
-380
-6% -$56.6K 0.28% 107
2022
Q3 		$869K Sell
6,339
-144
-2% -$21.4K 0.3% 102
2022
Q2 		$947K Sell
6,483
-140
-2% -$21.3K 0.3% 100
2022
Q1 		$1.07M Sell
6,623
-172
-3% -$27.8K 0.3% 97
2021
Q4 		$1.17M Buy
6,795
+663
+11% +$109K 0.31% 98
2021
Q3 		$942K Buy
6,132
+257
+4% +$41K 0.28% 105
2021
Q2 		$909K Buy
5,875
+235
+4% +$36.1K 0.27% 105
2021
Q1 		$830K Buy
5,640
+720
+15% +$102K 0.27% 103
2020
Q4 		$695K Buy
4,920
+1,150
+31% +$156K 0.19% 116
2020
Q3 		$485K Buy
3,770
+335
+10% +$42.1K 0.19% 127
2020
Q2 		$403K Buy
3,435
+800
+30% +$91.1K 0.17% 132
2020
Q1 		$272K Sell
2,635
-760
-22% -$90.7K 0.14% 151
2019
Q4 		$423K Hold
3,395
– – 0.16% 145
2019
Q3 		$406K Buy
3,395
+55
+2% +$6.49K 0.17% 138
2019
Q2 		$385K Sell
3,340
-626
-16% -$70.2K 0.16% 141
2019
Q1 		$435K Buy
+3,966
New +$418K 0.19% 123
2018
Q4 		– Sell
-3,853
Closed -$426K – 686
2018
Q3 		$426K Buy
3,853
+136
+4% +$14.6K 0.16% 133
2018
Q2 		$378K Buy
3,717
+305
+9% +$31.1K 0.15% 136
2018
Q1 		$345K Buy
3,412
+470
+16% +$48.7K 0.14% 142
2017
Q4 		$300K Buy
2,942
+25
+0.9% +$2.46K 0.12% 167
2017
Q3 		$277K Buy
2,917
+765
+36% +$71.4K 0.11% 167
2017
Q2 		$201K Buy
2,152
+185
+9% +$17K 0.08% 193
2017
Q1 		$176K Buy
1,967
+100
+5% +$8.86K 0.08% 189
2016
Q4 		$162K Sell
1,867
-35
-2% -$2.94K 0.07% 194
2016
Q3 		$157K Buy
1,902
+45
+2% +$3.81K 0.07% 194
2016
Q2 		$155K Sell
1,857
-78
-4% -$6.37K 0.07% 190
2016
Q1 		$157K Hold
1,935
– – 0.07% 178
2015
Q4 		$151K Buy
1,935
+36
+2% +$2.81K 0.07% 187
2015
Q3 		$140K Buy
1,899
+41
+2% +$3.18K 0.07% 195
2015
Q2 		$146K Buy
+1,858
New +$151K 0.07% 198

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Patten Group's VIG Position: Q1 2026 in Review

Patten Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.43% in Q1 2026, selling an estimated $8.47K and leaving 8,873 shares worth $1.91M. The position accounts for 0.33% of the portfolio, ranked #92.

Patten Group first reported a position in VIG in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.96M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Patten Group held 8,873 shares of Vanguard Dividend Appreciation ETF worth $1.91M as of Q1 2026.
  • Patten Group sold 38 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $8.47K.
  • Vanguard Dividend Appreciation ETF made up 0.33% of Patten Group's portfolio in Q1 2026, its #92 holding.
  • Patten Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 43 quarters since.
  • Patten Group's Vanguard Dividend Appreciation ETF position peaked at $1.96M in Q4 2025.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.