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 Q2	$12.5K	Hold	53	–	–	0.01%	172
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 $1.55T 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

Pinney & Scofield's VIG Position: Q2 2026 in Review

Pinney & Scofield held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 53 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #172.

Pinney & Scofield first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,599 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pinney & Scofield held 53 shares of Vanguard Dividend Appreciation ETF worth $12.5K as of Q2 2026.
Pinney & Scofield left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #172 holding.
Pinney & Scofield first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.