PCM
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Pennsylvania Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pennsylvania Capital 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
2026
Q2 		$482K Buy
2,037
+233
+13% +$53.5K 0.12% 79
2026
Q1 		$388K Sell
1,804
-47
-3% -$10.5K 0.11% 81
2025
Q4 		$407K Buy
1,851
+14
+0.8% +$3.06K 0.11% 79
2025
Q3 		$396K Buy
1,837
+15
+0.8% +$3.15K 0.12% 81
2025
Q2 		$373K Hold
1,822
– – 0.12% 82
2025
Q1 		$354K Sell
1,822
-32
-2% -$6.36K 0.13% 79
2024
Q4 		$363K Buy
1,854
+19
+1% +$3.79K 0.12% 78
2024
Q3 		$364K Sell
1,835
-56
-3% -$10.7K 0.13% 73
2024
Q2 		$345K Hold
1,891
– – 0.13% 71
2024
Q1 		$345K Sell
1,891
-73
-4% -$12.8K 0.14% 69
2023
Q4 		$335K Sell
1,964
-944
-32% -$152K 0.13% 73
2023
Q3 		$452K Sell
2,908
-89
-3% -$14.4K 0.19% 57
2023
Q2 		$487K Hold
2,997
– – 0.21% 54
2023
Q1 		$462K Sell
2,997
-11,357
-79% -$1.74M 0.22% 54
2022
Q4 		$2.24M Sell
14,354
-10,180
-41% -$1.52M 1.18% 20
2022
Q3 		$3.32M Sell
24,534
-8,647
-26% -$1.29M 1.83% 10
2022
Q2 		$4.76M Sell
33,181
-4,379
-12% -$666K 2.52% 6
2022
Q1 		$6.09M Buy
37,560
+564
+2% +$91K 2.6% 7
2021
Q4 		$6.35M Buy
36,996
+791
+2% +$130K 2.17% 8
2021
Q3 		$5.94M Sell
36,205
-75
-0.2% -$12K 2.65% 7
2021
Q2 		$5.71M Buy
36,280
+2,192
+6% +$336K 2.81% 7
2021
Q1 		$5.01M Buy
34,088
+4,520
+15% +$643K 2.94% 6
2020
Q4 		$4.2M Buy
29,568
+4,956
+20% +$672K 2.75% 6
2020
Q3 		$3.21M Buy
24,612
+22,751
+1,223% +$2.86M 2.51% 9
2020
Q2 		$218K Sell
1,861
-6,333
-77% -$721K 0.12% 106
2020
Q1 		$823K Buy
8,194
+2,174
+36% +$259K 1.06% 18
2019
Q4 		$751K Buy
+6,020
New +$728K 0.71% 28

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pennsylvania Capital Management's VIG Position: Q2 2026 in Review

Pennsylvania Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $53.5K and bringing the position to 2,037 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #79.

Pennsylvania Capital Management first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.35M in Q4 2021. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Pennsylvania Capital Management held 2,037 shares of Vanguard Dividend Appreciation ETF worth $482K as of Q2 2026.
  • Pennsylvania Capital Management bought 233 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $53.5K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Pennsylvania Capital Management's portfolio in Q2 2026, its #79 holding.
  • Pennsylvania Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • Pennsylvania Capital Management's Vanguard Dividend Appreciation ETF position peaked at $6.35M in Q4 2021.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.