PFG Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PFG Investments’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	$5.82M	Sell	24,615 -232	-0.9%	-$53.3K	0.23%	83
2026 Q1	$5.34M	Sell	24,847 -640	-3%	-$143K	0.25%	75
2025 Q4	$5.6M	Sell	25,487 -1,209	-5%	-$264K	0.26%	68
2025 Q3	$5.76M	Sell	26,696 -323	-1%	-$67.8K	0.3%	62
2025 Q2	$5.53M	Buy	27,019 +2,466	+10%	+$478K	0.32%	62
2025 Q1	$4.76M	Sell	24,553 -1,513	-6%	-$301K	0.31%	64
2024 Q4	$5.1M	Buy	26,066 +11,694	+81%	+$2.33M	0.32%	62
2024 Q3	$2.85M	Buy	14,372 +3,505	+32%	+$667K	0.18%	98
2024 Q2	$1.98M	Sell	10,867 -8,134	-43%	-$1.46M	0.14%	143
2024 Q1	$3.47M	Buy	19,001 +11,255	+145%	+$1.98M	0.21%	96
2023 Q4	$1.32M	Buy	7,746 +768	+11%	+$124K	0.25%	97
2023 Q3	$1.08M	Buy	6,978 +369	+6%	+$59.8K	0.2%	103
2023 Q2	$1.07M	Buy	6,609 +651	+11%	+$102K	0.19%	119
2023 Q1	$918K	Buy	+5,958	New	+$913K	0.19%	121

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

PFG Investments's VIG Position: Q2 2026 in Review

PFG Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.93% in Q2 2026, selling an estimated $53.3K and leaving 24,615 shares worth $5.82M. The position accounts for 0.23% of the portfolio, ranked #83.

PFG Investments first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

PFG Investments held 24,615 shares of Vanguard Dividend Appreciation ETF worth $5.82M as of Q2 2026.
PFG Investments sold 232 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $53.3K.
Vanguard Dividend Appreciation ETF made up 0.23% of PFG Investments's portfolio in Q2 2026, its #83 holding.
PFG Investments first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.