Pinkerton Retirement Specialists’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinkerton Retirement Specialists’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	–	Sell	-3,629	Closed	-$798K	–	145
2026 Q1	$798K	Hold	3,629	–	–	0.07%	112
2025 Q4	$798K	Buy	+3,629	New	+$793K	0.08%	112
2021 Q2	–	Sell	-2,350	Closed	-$346K	–	102
2021 Q1	$346K	Buy	+2,350	New	+$334K	0.07%	85
2016 Q1	–	Sell	-150	Closed	-$12K	–	226
2015 Q4	$12K	Buy	+150	New	+$11.7K	0.01%	76

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinkerton Retirement Specialists's VIG Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 3,629 shares — an estimated $798K sold.

Pinkerton Retirement Specialists first reported a position in VIG in Q4 2015 and held it in 4 quarters. The position peaked at $798K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pinkerton Retirement Specialists reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Pinkerton Retirement Specialists sold 3,629 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $798K.
Pinkerton Retirement Specialists first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and held it in 4 quarters.
Pinkerton Retirement Specialists's Vanguard Dividend Appreciation ETF position peaked at $798K in Q1 2026.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.