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Petix & Botte Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Petix & Botte Financial’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 		$2.55M Buy
10,764
+6,177
+135% +$1.42M 0.51% 37
2026
Q1 		$1.97M Sell
4,587
-2,184
-32% -$487K 0.44% 40
2025
Q4 		$1.49M Sell
6,771
-95
-1% -$20.8K 0.34% 48
2025
Q3 		$1.48M Sell
6,866
-3,691
-35% -$775K 0.34% 47
2025
Q2 		$2.16M Sell
10,557
-3,344
-24% -$648K 0.53% 38
2025
Q1 		$2.7M Buy
13,901
+1
+0% +$199 0.71% 36
2024
Q4 		$2.72M Sell
13,900
-418
-3% -$83.5K 0.72% 33
2024
Q3 		$2.84M Buy
14,318
+2
+0% +$381 0.76% 25
2024
Q2 		$2.61M Buy
14,316
+7,158
+100% +$1.29M 0.74% 26
2024
Q1 		$1.31M Sell
7,158
-6,914
-49% -$1.21M 0.32% 59
2023
Q4 		$2.4M Buy
14,072
+6
+0% +$965 0.71% 25
2023
Q3 		$2.19M Buy
14,066
+4
+0% +$648 0.69% 25
2023
Q2 		$2.28M Buy
14,062
+6,850
+95% +$1.07M 0.71% 25
2023
Q1 		$1.11M Buy
+7,212
New +$1.1M 0.75% 26
2022
Q3 		$1M Sell
7,419
-350
-5% -$52.1K 0.76% 26
2022
Q2 		$1.11M Sell
7,769
-8,577
-52% -$1.31M 0.82% 26
2022
Q1 		$2.65M Buy
16,346
+8,175
+100% +$1.32M 0.82% 25
2021
Q4 		$1.4M Sell
8,171
-15,593
-66% -$2.57M 0.89% 25
2021
Q3 		$3.65M Buy
23,764
+11,431
+93% +$1.82M 1.24% 22
2021
Q2 		$1.91M Sell
12,333
-33
-0.3% -$5.07K 1.33% 21
2021
Q1 		$1.82M Sell
12,366
-1,079
-8% -$153K 1.34% 21
2020
Q4 		$1.9M Sell
13,445
-976
-7% -$132K 1.42% 21
2020
Q3 		$1.86M Sell
14,421
-17,012
-54% -$2.14M 1.48% 20
2020
Q2 		$1.84M Buy
31,433
+17,092
+119% +$1.95M 1.52% 20
2020
Q1 		$1.48M Buy
14,341
+4
+0% +$477 1.44% 21
2019
Q4 		$1.78M Buy
+14,337
New +$1.73M 1.4% 20

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

Petix & Botte Financial's VIG Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 135% in Q2 2026, buying an estimated $1.42M and bringing the position to 10,764 shares worth $2.55M. The position accounts for 0.51% of the portfolio, ranked #37.

Petix & Botte Financial first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.65M in Q3 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Petix & Botte Financial held 10,764 shares of Vanguard Dividend Appreciation ETF worth $2.55M as of Q2 2026.
  • Petix & Botte Financial bought 6,177 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.42M.
  • Vanguard Dividend Appreciation ETF made up 0.51% of Petix & Botte Financial's portfolio in Q2 2026, its #37 holding.
  • Petix & Botte Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's Vanguard Dividend Appreciation ETF position peaked at $3.65M in Q3 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.