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Perennial Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Perennial Investment Advisors’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 		$3.22M Buy
13,604
+2,096
+18% +$481K 0.21% 94
2026
Q1 		$2.48M Buy
11,508
+817
+8% +$182K 0.2% 100
2025
Q4 		$2.35M Buy
10,691
+166
+2% +$36.3K 0.19% 102
2025
Q3 		$2.27M Sell
10,525
-191
-2% -$40.1K 0.19% 102
2025
Q2 		$2.19M Sell
10,716
-598
-5% -$116K 0.21% 94
2025
Q1 		$2.19M Sell
11,314
-666
-6% -$132K 0.25% 76
2024
Q4 		$2.35M Buy
11,980
+293
+3% +$58.5K 0.28% 70
2024
Q3 		$2.31M Sell
11,687
-624
-5% -$119K 0.3% 64
2024
Q2 		$2.25M Sell
12,311
-449
-4% -$80.8K 0.32% 64
2024
Q1 		$2.33M Sell
12,760
-39
-0.3% -$6.85K 0.35% 57
2023
Q4 		$2.18M Buy
12,799
+589
+5% +$94.8K 0.36% 61
2023
Q3 		$1.9M Buy
12,210
+7
+0.1% +$1.14K 0.34% 67
2023
Q2 		$1.98M Buy
12,203
+450
+4% +$70.5K 0.35% 61
2023
Q1 		$1.81M Buy
11,753
+6,336
+117% +$971K 0.34% 68
2022
Q4 		$822K Buy
5,417
+4
+0.1% +$596 0.33% 58
2022
Q3 		$732K Buy
5,413
+655
+14% +$97.5K 0.33% 60
2022
Q2 		$683K Buy
4,758
+2
+0% +$304 0.27% 72
2022
Q1 		$771K Buy
4,756
+1,456
+44% +$235K 0.24% 83
2021
Q4 		$567K Buy
3,300
+917
+38% +$151K 0.18% 105
2021
Q3 		$366K Hold
2,383
– – 0.13% 142
2021
Q2 		$369K Buy
2,383
+430
+22% +$66K 0.13% 135
2021
Q1 		$287K Buy
1,953
+322
+20% +$45.8K 0.11% 145
2020
Q4 		$230K Hold
1,631
– – 0.1% 145
2020
Q3 		$209K Buy
+1,631
New +$205K 0.1% 137
2020
Q2 		– Sell
-3,169
Closed -$328K – 140
2020
Q1 		$328K Sell
3,169
-1,760
-36% -$210K 0.29% 76
2019
Q4 		$614K Buy
+4,929
New +$596K 0.48% 54

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Perennial Investment Advisors's VIG Position: Q2 2026 in Review

Perennial Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q2 2026, buying an estimated $481K and bringing the position to 13,604 shares worth $3.22M. The position accounts for 0.21% of the portfolio, ranked #94.

Perennial Investment Advisors first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Perennial Investment Advisors held 13,604 shares of Vanguard Dividend Appreciation ETF worth $3.22M as of Q2 2026.
  • Perennial Investment Advisors bought 2,096 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $481K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of Perennial Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.