Pinnacle Wealth Planning Services
VIG icon

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
Q3 		$285K Hold
1,221
– – 0.03% 373
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's VIG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,221 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #373.

Pinnacle Wealth Planning Services first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $311K in Q2 2025. 1,350 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,221 shares of Vanguard Dividend Appreciation ETF worth $285K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #373 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Dividend Appreciation ETF position peaked at $311K in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.