Pinnacle Wealth Management Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q1	$3.68M	Sell	17,088 -631	-4%	-$141K	0.25%	86
2025 Q4	$3.89M	Buy	17,719 +2,570	+17%	+$562K	0.27%	80
2025 Q3	$3.27M	Sell	15,149 -1,222	-7%	-$257K	0.25%	84
2025 Q2	$3.35M	Sell	16,371 -419	-2%	-$81.2K	0.28%	74
2025 Q1	$3.26M	Sell	16,790 -182	-1%	-$36.2K	0.3%	73
2024 Q4	$3.32M	Buy	16,972 +1,342	+9%	+$268K	0.31%	70
2024 Q3	$3.1M	Buy	15,630 +1,558	+11%	+$297K	0.3%	74
2024 Q2	$2.57M	Buy	14,072 +3,066	+28%	+$552K	0.27%	81
2024 Q1	$2.01M	Buy	11,006 +2,606	+31%	+$458K	0.22%	90
2023 Q4	$1.43M	Buy	8,400 +1,166	+16%	+$188K	0.17%	98
2023 Q3	$1.12M	Buy	7,234 +440	+6%	+$71.3K	0.15%	105
2023 Q2	$1.1M	Hold	6,794	–	–	0.14%	111
2023 Q1	$1.05M	Buy	6,794 +1,818	+37%	+$279K	0.14%	110
2022 Q4	$756K	Sell	4,976 -599	-11%	-$89.3K	0.11%	131
2022 Q3	$754K	Buy	5,575 +150	+3%	+$22.3K	0.13%	115
2022 Q2	$778K	Buy	5,425 +701	+15%	+$107K	0.13%	125
2022 Q1	$766K	Buy	4,724 +262	+6%	+$42.3K	0.11%	144
2021 Q4	$766K	Buy	4,462 +305	+7%	+$50.3K	0.13%	144
2021 Q3	$639K	Hold	4,157	–	–	0.15%	128
2021 Q2	$643K	Hold	4,157	–	–	0.15%	128
2021 Q1	$611K	Sell	4,157 -675	-14%	-$96K	0.17%	107
2020 Q4	$682K	Buy	4,832 +50	+1%	+$6.78K	0.21%	99
2020 Q3	$615K	Buy	4,782 +615	+15%	+$77.4K	0.21%	104
2020 Q2	$488K	Buy	4,167 +1,620	+64%	+$184K	0.18%	110
2020 Q1	$263K	Sell	2,547 -81	-3%	-$9.66K	0.13%	127
2019 Q4	$328K	Buy	2,628 +80	+3%	+$9.68K	0.12%	142
2019 Q3	$305K	Buy	2,548 +325	+15%	+$38.3K	0.13%	138
2019 Q2	$256K	Buy	2,223 +100	+5%	+$11.2K	0.11%	157
2019 Q1	$233K	Hold	2,123	–	–	0.11%	160
2018 Q4	$208K	Hold	2,123	–	–	0.11%	154
2018 Q3	$235K	Sell	2,123 -150	-7%	-$16.1K	0.12%	137
2018 Q2	$231K	Sell	2,273 -501	-18%	-$51.1K	0.12%	127
2018 Q1	$280K	Buy	2,774 +764	+38%	+$79.2K	0.16%	113
2017 Q4	$205K	Buy	+2,010	New	+$198K	0.11%	142

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VIG Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q1 2026, selling an estimated $141K and leaving 17,088 shares worth $3.68M. The position accounts for 0.25% of the portfolio, ranked #86.

Pinnacle Wealth Management Advisory Group first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.89M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 17,088 shares of Vanguard Dividend Appreciation ETF worth $3.68M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 631 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $141K.
Vanguard Dividend Appreciation ETF made up 0.25% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #86 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $3.89M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.