Petra Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Petra Financial Advisors’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	$304K	Hold	1,415	–	–	0.19%	99
2025 Q4	$311K	Hold	1,415	–	–	0.18%	117
2025 Q3	$305K	Hold	1,415	–	–	0.18%	118
2025 Q2	$290K	Hold	1,415	–	–	0.18%	118
2025 Q1	$274K	Hold	1,415	–	–	0.23%	95
2024 Q4	$277K	Hold	1,415	–	–	0.19%	113
2024 Q3	$280K	Sell	1,415 -144	-9%	-$27.4K	0.18%	116
2024 Q2	$285K	Hold	1,559	–	–	0.2%	103
2024 Q1	$285K	Hold	1,559	–	–	0.21%	103
2023 Q4	$266K	Hold	1,559	–	–	0.22%	98
2023 Q3	$242K	Hold	1,559	–	–	0.2%	107
2023 Q2	$253K	Hold	1,559	–	–	0.23%	95
2023 Q1	$240K	Hold	1,559	–	–	0.24%	71
2022 Q4	$237K	Buy	+1,559	New	+$232K	0.26%	82

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Petra Financial Advisors's VIG Position: Q1 2026 in Review

Petra Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,415 shares worth $304K. The position accounts for 0.19% of the portfolio, ranked #99.

Petra Financial Advisors first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $311K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Petra Financial Advisors held 1,415 shares of Vanguard Dividend Appreciation ETF worth $304K as of Q1 2026.
Petra Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.19% of Petra Financial Advisors's portfolio in Q1 2026, its #99 holding.
Petra Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $311K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.