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Piedmont Capital Management (Montana)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Piedmont Capital Management (Montana)’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 		$1.8M Buy
7,600
+19
+0.3% +$4.36K 0.91% 17
2026
Q1 		$1.64M Buy
7,581
+69
+0.9% +$15.4K 0.83% 17
2025
Q4 		$1.65M Buy
7,512
+171
+2% +$37.4K 0.84% 16
2025
Q3 		$1.59M Buy
7,341
+391
+6% +$82.1K 0.84% 15
2025
Q2 		$1.42M Buy
6,950
+118
+2% +$22.9K 0.82% 18
2025
Q1 		$1.19M Sell
6,832
-22
-0.3% -$4.38K 0.85% 17
2024
Q4 		$1.34M Buy
6,854
+479
+8% +$95.6K 0.81% 16
2024
Q3 		$1.28M Sell
6,375
-633
-9% -$121K 0.77% 18
2024
Q2 		$1.26M Hold
7,008
– – 0.86% 17
2024
Q1 		$1.26M Buy
7,008
+47
+0.7% +$8.26K 0.86% 17
2023
Q4 		$1.19M Buy
6,961
+607
+10% +$97.7K 0.86% 18
2023
Q3 		$987K Buy
6,354
+91
+1% +$14.8K 0.79% 19
2023
Q2 		$1.02M Sell
6,263
-229
-4% -$35.9K 0.77% 19
2023
Q1 		$996K Buy
6,492
+199
+3% +$30.5K 0.8% 17
2022
Q4 		$956K Sell
6,293
-564
-8% -$84.1K 0.8% 17
2022
Q3 		$934K Sell
6,857
-820
-11% -$122K 0.84% 13
2022
Q2 		$1.1M Buy
7,677
+319
+4% +$48.6K 1.13% 13
2022
Q1 		$1.2M Buy
7,358
+680
+10% +$110K 0.9% 16
2021
Q4 		$1.15M Buy
6,678
+538
+9% +$88.7K 0.9% 17
2021
Q3 		$972K Buy
6,140
+549
+10% +$87.5K 0.78% 20
2021
Q2 		$869K Buy
5,591
+723
+15% +$111K 0.72% 18
2021
Q1 		$717K Buy
4,868
+726
+18% +$103K 0.67% 22
2020
Q4 		$585K Buy
+4,142
New +$561K 0.59% 22

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Piedmont Capital Management (Montana)'s VIG Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q2 2026, buying an estimated $4.36K and bringing the position to 7,600 shares worth $1.8M. The position accounts for 0.91% of the portfolio, ranked #17.

Piedmont Capital Management (Montana) first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Piedmont Capital Management (Montana) held 7,600 shares of Vanguard Dividend Appreciation ETF worth $1.8M as of Q2 2026.
  • Piedmont Capital Management (Montana) bought 19 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.36K.
  • Vanguard Dividend Appreciation ETF made up 0.91% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #17 holding.
  • Piedmont Capital Management (Montana) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.