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 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

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

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

Pettinga Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q2 2026, selling an estimated $233K and leaving 3,337 shares worth $790K. The position accounts for 0.13% of the portfolio, ranked #86.

Pettinga Financial Advisors first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.06M in Q4 2020. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pettinga Financial Advisors held 3,337 shares of Vanguard Dividend Appreciation ETF worth $790K as of Q2 2026.
Pettinga Financial Advisors sold 1,013 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $233K.
Vanguard Dividend Appreciation ETF made up 0.13% of Pettinga Financial Advisors's portfolio in Q2 2026, its #86 holding.
Pettinga Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.06M in Q4 2020.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.