PWM
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PBMares Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PBMares Wealth Management’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
2025
Q3 		$555K Sell
2,570
-5
-0.2% -$1.05K 0.09% 106
2025
Q2 		$527K Buy
2,575
+127
+5% +$24.6K 0.1% 103
2025
Q1 		$475K Sell
2,448
-405
-14% -$80.5K 0.1% 112
2024
Q4 		$559K Buy
2,853
+71
+3% +$14.2K 0.11% 104
2024
Q3 		$551K Buy
2,782
+431
+18% +$82.1K 0.12% 104
2024
Q2 		$429K Hold
2,351
– – 0.11% 116
2024
Q1 		$429K Sell
2,351
-189
-7% -$33.2K 0.11% 116
2023
Q4 		$433K Sell
2,540
-86
-3% -$13.8K 0.13% 114
2023
Q3 		$408K Buy
2,626
+45
+2% +$7.29K 0.15% 111
2023
Q2 		$419K Hold
2,581
– – 0.15% 115
2023
Q1 		$398K Hold
2,581
– – 0.15% 117
2022
Q4 		$392K Hold
2,581
– – 0.16% 109
2022
Q3 		$349K Hold
2,581
– – 0.15% 112
2022
Q2 		$370K Sell
2,581
-187
-7% -$28.5K 0.16% 111
2022
Q1 		$449K Sell
2,768
-72
-3% -$11.6K 0.28% 92
2021
Q4 		$488K Sell
2,840
-80
-3% -$13.2K 0.21% 95
2021
Q3 		$449K Buy
2,920
+28
+1% +$4.46K 0.21% 92
2021
Q2 		$448K Sell
2,892
-50
-2% -$7.67K 0.24% 87
2021
Q1 		$433K Buy
2,942
+452
+18% +$64.3K 0.35% 85
2020
Q4 		$352K Buy
2,490
+100
+4% +$13.6K 0.4% 81
2020
Q3 		$308K Sell
2,390
-139
-5% -$17.5K 0.45% 75
2020
Q2 		$296K Sell
2,529
-300
-11% -$34.1K 0.45% 75
2020
Q1 		$293K Sell
2,829
-347
-11% -$41.4K 0.46% 76
2019
Q4 		$396K Buy
+3,176
New +$384K 0.47% 70

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PBMares Wealth Management's VIG Position: Q3 2025 in Review

PBMares Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.19% in Q3 2025, selling an estimated $1.05K and leaving 2,570 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #106.

PBMares Wealth Management first reported a position in VIG in Q4 2019 and has held it in 24 quarters since. The position peaked at $559K in Q4 2024. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • PBMares Wealth Management held 2,570 shares of Vanguard Dividend Appreciation ETF worth $555K as of Q3 2025.
  • PBMares Wealth Management sold 5 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $1.05K.
  • Vanguard Dividend Appreciation ETF made up 0.09% of PBMares Wealth Management's portfolio in Q3 2025, its #106 holding.
  • PBMares Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $559K in Q4 2024.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.