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 Q2	$335K	Hold	1,415	–	–	0.16%	128
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 $1.55T 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

Petra Financial Advisors's VIG Position: Q2 2026 in Review

Petra Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,415 shares worth $335K. The position accounts for 0.16% of the portfolio, ranked #128.

Petra Financial Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,599 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Petra Financial Advisors held 1,415 shares of Vanguard Dividend Appreciation ETF worth $335K as of Q2 2026.
Petra Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.16% of Petra Financial Advisors's portfolio in Q2 2026, its #128 holding.
Petra Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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