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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's VIG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,117 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #410.

Pinnacle Wealth Planning Services first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,117 shares of Vanguard Dividend Appreciation ETF worth $240K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #410 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Dividend Appreciation ETF position peaked at $311K in Q2 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.