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

Patten & Patten’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 		$976K Buy
4,539
+3
+0.1% +$669 0.06% 185
2025
Q4 		$997K Buy
4,536
+6
+0.1% +$1.31K 0.06% 186
2025
Q3 		$978K Sell
4,530
-205
-4% -$43K 0.06% 186
2025
Q2 		$969K Buy
4,735
+267
+6% +$51.7K 0.06% 171
2025
Q1 		$867K Buy
4,468
+3
+0.1% +$597 0.06% 180
2024
Q4 		$874K Sell
4,465
-743
-14% -$148K 0.06% 177
2024
Q3 		$1.03M Buy
5,208
+3
+0.1% +$571 0.07% 162
2024
Q2 		$950K Sell
5,205
-1,071
-17% -$193K 0.07% 162
2024
Q1 		$1.15M Buy
6,276
+1,074
+21% +$189K 0.08% 154
2023
Q4 		$886K Buy
5,202
+8
+0.2% +$1.29K 0.07% 156
2023
Q3 		$807K Buy
5,194
+3
+0.1% +$486 0.07% 160
2023
Q2 		$843K Sell
5,191
-1,357
-21% -$213K 0.07% 158
2023
Q1 		$1.01M Buy
6,548
+64
+1% +$9.8K 0.09% 141
2022
Q4 		$985K Buy
6,484
+770
+13% +$115K 0.09% 142
2022
Q3 		$772K Sell
5,714
-96
-2% -$14.3K 0.07% 158
2022
Q2 		$834K Buy
5,810
+298
+5% +$45.4K 0.07% 160
2022
Q1 		$894K Sell
5,512
-1,282
-19% -$207K 0.07% 163
2021
Q4 		$1.17M Sell
6,794
-387
-5% -$63.8K 0.08% 142
2021
Q3 		$1.1M Buy
7,181
+283
+4% +$45.1K 0.08% 137
2021
Q2 		$1.07M Sell
6,898
-651
-9% -$99.9K 0.08% 148
2021
Q1 		$1.11M Sell
7,549
-3,873
-34% -$551K 0.09% 137
2020
Q4 		$1.61M Buy
11,422
+1,829
+19% +$248K 0.14% 104
2020
Q3 		$1.23M Sell
9,593
-118
-1% -$14.8K 0.12% 111
2020
Q2 		$1.14M Sell
9,711
-73
-0.7% -$8.31K 0.12% 115
2020
Q1 		$1.01M Sell
9,784
-2,860
-23% -$341K 0.13% 114
2019
Q4 		$1.58M Buy
12,644
+1,318
+12% +$159K 0.16% 105
2019
Q3 		$1.35M Buy
11,326
+2
+0% +$236 0.15% 114
2019
Q2 		$1.3M Buy
11,324
+497
+5% +$55.7K 0.14% 117
2019
Q1 		$1.19M Buy
10,827
+3,295
+44% +$347K 0.13% 115
2018
Q4 		$738K Buy
7,532
+3,561
+90% +$371K 0.09% 139
2018
Q3 		$440K Sell
3,971
-225
-5% -$24.2K 0.04% 182
2018
Q2 		$426K Hold
4,196
– – 0.04% 185
2018
Q1 		$424K Buy
4,196
+275
+7% +$28.5K 0.04% 187
2017
Q4 		$400K Hold
3,921
– – 0.04% 191
2017
Q3 		$372K Hold
3,921
– – 0.04% 200
2017
Q2 		$363K Hold
3,921
– – 0.04% 199
2017
Q1 		$353K Buy
3,921
+188
+5% +$16.7K 0.04% 196
2016
Q4 		$318K Buy
3,733
+264
+8% +$22.2K 0.04% 183
2016
Q3 		$291K Buy
3,469
+901
+35% +$76.4K 0.04% 186
2016
Q2 		$214K Hold
2,568
– – 0.03% 203
2016
Q1 		$209K Buy
+2,568
New +$197K 0.03% 201

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 & Patten's VIG Position: Q1 2026 in Review

Patten & Patten increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q1 2026, buying an estimated $669 and bringing the position to 4,539 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #185.

Patten & Patten first reported a position in VIG in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.61M in Q4 2020. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Patten & Patten held 4,539 shares of Vanguard Dividend Appreciation ETF worth $976K as of Q1 2026.
  • Patten & Patten bought 3 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $669.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Patten & Patten's portfolio in Q1 2026, its #185 holding.
  • Patten & Patten first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 41 quarters since.
  • Patten & Patten's Vanguard Dividend Appreciation ETF position peaked at $1.61M in Q4 2020.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.