Pennington Partners & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pennington Partners & Co’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	$529K	Buy	2,460 +859	+54%	+$191K	0.18%	65
2025 Q4	$352K	Buy	1,601 +1	+0.1%	+$218	0.14%	71
2025 Q3	$347K	Hold	1,600	–	–	0.16%	68
2025 Q2	$329K	Buy	1,600 +100	+7%	+$19.4K	0.18%	56
2025 Q1	$291K	Hold	1,500	–	–	0.17%	57
2024 Q4	$294K	Buy	+1,500	New	+$299K	0.15%	65

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pennington Partners & Co's VIG Position: Q1 2026 in Review

Pennington Partners & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 54% in Q1 2026, buying an estimated $191K and bringing the position to 2,460 shares worth $529K. The position accounts for 0.18% of the portfolio, ranked #65.

Pennington Partners & Co first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pennington Partners & Co held 2,460 shares of Vanguard Dividend Appreciation ETF worth $529K as of Q1 2026.
Pennington Partners & Co bought 859 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $191K.
Vanguard Dividend Appreciation ETF made up 0.18% of Pennington Partners & Co's portfolio in Q1 2026, its #65 holding.
Pennington Partners & Co first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.