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

Pettinga 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 Q3	$712K	Sell	3,052 -285	-9%	-$68.5K	0.12%	89
2026 Q2	$790K	Sell	3,337 -1,013	-23%	-$233K	0.13%	86
2026 Q1	$935K	Sell	4,350 -69	-2%	-$15.4K	0.18%	70
2025 Q4	$971K	Buy	4,419 +115	+3%	+$25.1K	0.18%	72
2025 Q3	$929K	Sell	4,304 -2,108	-33%	-$443K	0.18%	70
2025 Q2	$1.31M	Sell	6,412 -1,795	-22%	-$348K	0.29%	53
2025 Q1	$1.59M	Sell	8,207 -825	-9%	-$164K	0.37%	49
2024 Q4	$1.77M	Buy	9,032 +3,635	+67%	+$726K	0.4%	46
2024 Q3	$1.07M	Sell	5,397 -359	-6%	-$68.4K	0.25%	47
2024 Q2	$1.05M	Buy	5,756 +430	+8%	+$77.4K	0.26%	52
2024 Q1	$973K	Sell	5,326 -3,534	-40%	-$621K	0.25%	58
2023 Q4	$1.51M	Buy	8,860 +1,075	+14%	+$173K	0.41%	45
2023 Q3	$1.21M	Buy	7,785 +819	+12%	+$133K	0.37%	42
2023 Q2	$1.13M	Sell	6,966 -1,115	-14%	-$175K	0.34%	43
2023 Q1	$1.24M	Sell	8,081 -2,905	-26%	-$445K	0.39%	41
2022 Q4	$1.67M	Buy	10,986 +1,405	+15%	+$209K	0.54%	38
2022 Q3	$1.29M	Sell	9,581 -1,210	-11%	-$180K	0.45%	41
2022 Q2	$1.55M	Sell	10,791 -125	-1%	-$19K	0.46%	43
2022 Q1	$1.77M	Sell	10,916 -175	-2%	-$28.2K	0.44%	42
2021 Q4	$1.91M	Hold	11,091	–	–	0.46%	45
2021 Q3	$1.7M	Sell	11,091 -2,809	-20%	-$448K	0.43%	43
2021 Q2	$2.15M	Sell	13,900 -800	-5%	-$123K	0.58%	39
2021 Q1	$2.16M	Sell	14,700 -21,155	-59%	-$3.01M	0.63%	37
2020 Q4	$5.06M	Buy	35,855 +3,400	+10%	+$461K	1.81%	16
2020 Q3	$4.18M	Buy	32,455 +17,506	+117%	+$2.2M	1.77%	18
2020 Q2	$1.75M	Sell	14,949 -4,364	-23%	-$497K	0.85%	28
2020 Q1	$2M	Sell	19,313 -5,775	-23%	-$689K	1.35%	17
2019 Q4	$3.13M	Sell	25,088 -739	-3%	-$89.4K	1.67%	13
2019 Q3	$3.09M	Sell	25,827 -891	-3%	-$105K	1.66%	12
2019 Q2	$3.08M	Sell	26,718 -1,551	-5%	-$174K	1.6%	13
2019 Q1	$3.1M	Sell	28,269 -8,341	-23%	-$879K	1.66%	13
2018 Q4	$3.59M	Buy	+36,610	New	+$3.82M	2.36%	12

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Pettinga Financial Advisors's VIG Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.5% in Q3 2026, selling an estimated $68.5K and leaving 3,052 shares worth $712K. The position accounts for 0.12% of the portfolio, ranked #89.

Pettinga Financial Advisors first reported a position in VIG in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.06M in Q4 2020. 279 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Pettinga Financial Advisors held 3,052 shares of Vanguard Dividend Appreciation ETF worth $712K as of Q3 2026.
Pettinga Financial Advisors sold 285 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $68.5K.
Vanguard Dividend Appreciation ETF made up 0.12% of Pettinga Financial Advisors's portfolio in Q3 2026, its #89 holding.
Pettinga Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 32 quarters since.
Pettinga Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.06M in Q4 2020.
279 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.