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

Pinnacle Wealth Management 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
Q2 		– Sell
-998
Closed -$215K – 130
2026
Q1 		$215K Hold
998
– – 0.11% 113
2025
Q4 		$219K Hold
998
– – 0.11% 119
2025
Q3 		$215K Hold
998
– – 0.11% 120
2025
Q2 		$204K Buy
+998
New +$193K 0.12% 115
2023
Q3 		– Sell
-20,250
Closed -$3.29M – 103
2023
Q2 		$3.29M Sell
20,250
-2,023
-9% -$317K 2.87% 7
2023
Q1 		$3.43M Sell
22,273
-188
-0.8% -$28.8K 2.97% 6
2022
Q4 		$3.41M Sell
22,461
-408
-2% -$60.8K 3.02% 6
2022
Q3 		$3.09M Buy
22,869
+6,298
+38% +$937K 2.72% 8
2022
Q2 		$2.38M Buy
16,571
+462
+3% +$70.3K 1.99% 14
2022
Q1 		$2.61M Sell
16,109
-7,622
-32% -$1.23M 1.97% 12
2021
Q4 		$4.08M Sell
23,731
-4,053
-15% -$668K 3.02% 6
2021
Q3 		$4.27M Sell
27,784
-902
-3% -$144K 3.21% 6
2021
Q2 		$4.44M Buy
+28,686
New +$4.4M 3.24% 6

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Pinnacle Wealth Management Group's VIG Position: Q2 2026 in Review

Pinnacle Wealth Management Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 998 shares — an estimated $215K sold.

Pinnacle Wealth Management Group first reported a position in VIG in Q2 2021 and held it in 13 quarters. The position peaked at $4.44M in Q2 2021. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Pinnacle Wealth Management Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 998 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $215K.
  • Pinnacle Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and held it in 13 quarters.
  • Pinnacle Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $4.44M in Q2 2021.
  • 603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.