Perryman Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Perryman Financial Advisory’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	$5.46M	Sell	23,067 -123	-0.5%	-$28.2K	0.73%	40
2026 Q1	$4.99M	Sell	23,190 -360	-2%	-$80.3K	0.75%	39
2025 Q4	$5.18M	Buy	+23,550	New	+$5.15M	0.76%	36

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

Perryman Financial Advisory's VIG Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.53% in Q2 2026, selling an estimated $28.2K and leaving 23,067 shares worth $5.46M. The position accounts for 0.73% of the portfolio, ranked #40.

Perryman Financial Advisory first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Perryman Financial Advisory held 23,067 shares of Vanguard Dividend Appreciation ETF worth $5.46M as of Q2 2026.
Perryman Financial Advisory sold 123 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Dividend Appreciation ETF made up 0.73% of Perryman Financial Advisory's portfolio in Q2 2026, its #40 holding.
Perryman Financial Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.