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 Q2	$14.3M	Buy	60,505 +15,326	+34%	+$3.52M	6.67%	4
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 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

Peterson Wealth Management's VIG Position: Q2 2026 in Review

Peterson Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 34% in Q2 2026, buying an estimated $3.52M and bringing the position to 60,505 shares worth $14.3M. The position accounts for 6.67% of the portfolio, ranked #4.

Peterson Wealth Management first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.4M in Q2 2025. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Peterson Wealth Management held 60,505 shares of Vanguard Dividend Appreciation ETF worth $14.3M as of Q2 2026.
Peterson Wealth Management bought 15,326 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.52M.
Vanguard Dividend Appreciation ETF made up 6.67% of Peterson Wealth Management's portfolio in Q2 2026, its #4 holding.
Peterson Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
Peterson Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $14.4M in Q2 2025.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.