PWM
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Peterson Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Peterson Wealth 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
Q1 		$9.72M Buy
45,179
+1,229
+3% +$274K 5.63% 5
2025
Q4 		$9.66M Sell
43,950
-16,411
-27% -$3.59M 7.18% 3
2025
Q3 		$13M Sell
60,361
-9,953
-14% -$2.09M 9.02% 3
2025
Q2 		$14.4M Buy
70,314
+31,397
+81% +$6.09M 8.53% 3
2025
Q1 		$7.55M Sell
38,917
-14,295
-27% -$2.84M 5.08% 5
2024
Q4 		$10.4M Buy
53,212
+3,777
+8% +$754K 6.2% 3
2024
Q3 		$9.79M Sell
49,435
-11,487
-19% -$2.19M 6.26% 3
2024
Q2 		$11.1M Buy
60,922
+13,164
+28% +$2.37M 6.87% 3
2024
Q1 		$8.72M Sell
47,758
-3,080
-6% -$541K 6.3% 3
2023
Q4 		$8.66M Sell
50,838
-17,780
-26% -$2.86M 7.8% 3
2023
Q3 		$10.7M Buy
68,618
+3,645
+6% +$591K 8.77% 3
2023
Q2 		$10.6M Buy
64,973
+16,766
+35% +$2.63M 8.36% 3
2023
Q1 		$7.42M Sell
48,207
-345
-0.7% -$52.9K 7.11% 4
2022
Q4 		$7.37M Sell
48,552
-12,566
-21% -$1.87M 7.52% 3
2022
Q3 		$8.26M Buy
61,118
+21,628
+55% +$3.22M 7.7% 2
2022
Q2 		$5.67M Sell
39,490
-16,634
-30% -$2.53M 7.32% 3
2022
Q1 		$9.1M Buy
56,124
+14,519
+35% +$2.34M 6.11% 3
2021
Q4 		$7.15M Buy
41,605
+1,921
+5% +$317K 4.77% 4
2021
Q3 		$6.09M Buy
39,684
+867
+2% +$138K 4.72% 4
2021
Q2 		$6.01M Sell
38,817
-1,342
-3% -$206K 4.69% 4
2021
Q1 		$5.91M Sell
40,159
-2,539
-6% -$361K 5.01% 7
2020
Q4 		$6.03M Buy
42,698
+1,247
+3% +$169K 4.89% 9
2020
Q3 		$5.33M Buy
41,451
+1,133
+3% +$143K 4.72% 9
2020
Q2 		$4.72M Buy
40,318
+3,554
+10% +$405K 4.69% 8
2020
Q1 		$3.8M Sell
36,764
-3,970
-10% -$474K 4.63% 8
2019
Q4 		$5.15M Buy
+40,734
New +$4.93M 4.68% 9

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peterson Wealth Management's VIG Position: Q1 2026 in Review

Peterson Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q1 2026, buying an estimated $274K and bringing the position to 45,179 shares worth $9.72M. The position accounts for 5.63% of the portfolio, ranked #5.

Peterson Wealth Management first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.4M in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Peterson Wealth Management held 45,179 shares of Vanguard Dividend Appreciation ETF worth $9.72M as of Q1 2026.
  • Peterson Wealth Management bought 1,229 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $274K.
  • Vanguard Dividend Appreciation ETF made up 5.63% of Peterson Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Peterson Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • Peterson Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $14.4M in Q2 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.