PVI
VIG icon

Pine Valley Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pine Valley 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 		$914K Sell
3,864
-117
-3% -$26.9K 0.04% 311
2026
Q1 		$856K Buy
3,981
+286
+8% +$63.8K 0.04% 314
2025
Q4 		$812K Buy
3,695
+910
+33% +$199K 0.04% 301
2025
Q3 		$602K Sell
2,785
-352
-11% -$73.9K 0.03% 328
2025
Q2 		$644K Buy
3,137
+356
+13% +$69K 0.04% 310
2025
Q1 		$539K Sell
2,781
-1,072
-28% -$213K 0.03% 327
2024
Q4 		$755K Sell
3,853
-149
-4% -$29.7K 0.05% 280
2024
Q3 		$795K Sell
4,002
-654
-14% -$125K 0.05% 259
2024
Q2 		$852K Buy
4,656
+1,418
+44% +$255K 0.06% 248
2024
Q1 		$591K Sell
3,238
-226
-7% -$39.7K 0.04% 287
2023
Q4 		$590K Buy
3,464
+502
+17% +$80.8K 0.04% 283
2023
Q3 		$462K Buy
2,962
+235
+9% +$38.1K 0.04% 301
2023
Q2 		$445K Buy
2,727
+305
+13% +$47.8K 0.04% 273
2023
Q1 		$377K Buy
+2,422
New +$371K 0.06% 199

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pine Valley Investments's VIG Position: Q2 2026 in Review

Pine Valley Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q2 2026, selling an estimated $26.9K and leaving 3,864 shares worth $914K. The position accounts for 0.04% of the portfolio, ranked #311.

Pine Valley Investments first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 1,661 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Pine Valley Investments held 3,864 shares of Vanguard Dividend Appreciation ETF worth $914K as of Q2 2026.
  • Pine Valley Investments sold 117 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.9K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #311 holding.
  • Pine Valley Investments first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.