Pinney & Scofield’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinney & Scofield’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	$11.3K	Buy	53 +1	+2%	+$223	0.01%	182
2025 Q4	$11.5K	Hold	52	–	–	0.01%	167
2025 Q3	$11.2K	Hold	52	–	–	0.01%	168
2025 Q2	$10.6K	Hold	52	–	–	0.01%	173
2025 Q1	$10K	Buy	52 +1	+2%	+$199	0.01%	171
2024 Q4	$10.1K	Buy	+51	New	+$10.2K	0.01%	169

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

Pinney & Scofield's VIG Position: Q1 2026 in Review

Pinney & Scofield increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q1 2026, buying an estimated $223 and bringing the position to 53 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #182.

Pinney & Scofield first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.5K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pinney & Scofield held 53 shares of Vanguard Dividend Appreciation ETF worth $11.3K as of Q1 2026.
Pinney & Scofield bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #182 holding.
Pinney & Scofield first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Pinney & Scofield's Vanguard Dividend Appreciation ETF position peaked at $11.5K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.