Perfromance Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Perfromance Wealth Partners’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	$76.5M	Buy	323,157 +5,768	+2%	+$1.32M	1.9%	10
2026 Q1	$68.3M	Buy	317,389 +2,805	+0.9%	+$625K	1.98%	10
2025 Q4	$69.1M	Sell	314,584 -1,250	-0.4%	-$273K	1.87%	9
2025 Q3	$68.2M	Sell	315,834 -8,316	-3%	-$1.75M	1.9%	10
2025 Q2	$66.3M	Buy	324,150 +2,919	+0.9%	+$566K	2.12%	10
2025 Q1	$62.3M	Buy	321,231 +10,588	+3%	+$2.11M	2.23%	10
2024 Q4	$60.8M	Buy	310,643 +569	+0.2%	+$114K	1.96%	10
2024 Q3	$61.4M	Sell	310,074 -221,760	-42%	-$42.2M	2.11%	9
2024 Q2	$97.1M	Sell	531,834 -11,874	-2%	-$2.14M	3.58%	7
2024 Q1	$99.3M	Sell	543,708 -7,993	-1%	-$1.4M	4.17%	6
2023 Q4	$94M	Buy	551,701 +4,028	+0.7%	+$648K	4.13%	6
2023 Q3	$85.1M	Buy	547,673 +5,854	+1%	+$949K	4.14%	6
2023 Q2	$87.5M	Buy	541,819 +7,133	+1%	+$1.12M	4.02%	6
2023 Q1	$82.3M	Buy	534,686 +21,782	+4%	+$3.34M	4.22%	6
2022 Q4	$77.9M	Buy	512,904 +8,618	+2%	+$1.28M	4.69%	6
2022 Q3	$68.2M	Buy	504,286 +27,961	+6%	+$4.16M	3.95%	6
2022 Q2	$68.3M	Sell	476,325 -48	-0%	-$7.31K	3.84%	6
2022 Q1	$77.2M	Sell	476,373 -989	-0.2%	-$160K	3.37%	6
2021 Q4	$82M	Buy	+477,362	New	+$78.7M	3.31%	6

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perfromance Wealth Partners's VIG Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, buying an estimated $1.32M and bringing the position to 323,157 shares worth $76.5M. The position accounts for 1.9% of the portfolio, ranked #10.

Perfromance Wealth Partners first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $99.3M in Q1 2024. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Perfromance Wealth Partners held 323,157 shares of Vanguard Dividend Appreciation ETF worth $76.5M as of Q2 2026.
Perfromance Wealth Partners bought 5,768 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.32M.
Vanguard Dividend Appreciation ETF made up 1.9% of Perfromance Wealth Partners's portfolio in Q2 2026, its #10 holding.
Perfromance Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Perfromance Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $99.3M in Q1 2024.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.