Pinnacle Wealth Planning Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinnacle Wealth Planning Services’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	$289K	Buy	1,221 +104	+9%	+$23.9K	0.03%	394
2026 Q1	$240K	Hold	1,117	–	–	0.02%	410
2025 Q4	$245K	Sell	1,117 -207	-16%	-$45.2K	0.03%	398
2025 Q3	$286K	Sell	1,324 -197	-13%	-$41.4K	0.03%	336
2025 Q2	$311K	Sell	1,521 -28	-2%	-$5.43K	0.04%	285
2025 Q1	$301K	Buy	1,549 +397	+34%	+$78.9K	0.05%	263
2024 Q4	$226K	Buy	+1,152	New	+$230K	0.03%	332

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's VIG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9.3% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,221 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #394.

Pinnacle Wealth Planning Services first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q2 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pinnacle Wealth Planning Services held 1,221 shares of Vanguard Dividend Appreciation ETF worth $289K as of Q2 2026.
Pinnacle Wealth Planning Services bought 104 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $23.9K.
Vanguard Dividend Appreciation ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #394 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Vanguard Dividend Appreciation ETF position peaked at $311K in Q2 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.