Pioneer Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pioneer Wealth Management Group’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	$275K	Buy	1,178 +89	+8%	+$21.4K	0.06%	51
2026 Q2	$258K	Sell	1,089 -300	-22%	-$68.9K	0.06%	50
2026 Q1	$299K	Sell	1,389 -171	-11%	-$38.1K	0.08%	45
2025 Q4	$343K	Sell	1,560 -192	-11%	-$42K	0.1%	48
2025 Q3	$378K	Buy	1,752 +211	+14%	+$44.3K	0.12%	41
2025 Q2	$315K	Buy	+1,541	New	+$299K	0.12%	40
2024 Q2	–	Sell	-1,540	Closed	-$281K	–	42
2024 Q1	$281K	Sell	1,540 -31	-2%	-$5.45K	0.16%	32
2023 Q4	$268K	Sell	1,571 -68	-4%	-$10.9K	0.17%	31
2023 Q3	$255K	Sell	1,639 -43	-3%	-$6.97K	0.19%	33
2023 Q2	$273K	Sell	1,682 -18	-1%	-$2.82K	0.22%	32
2023 Q1	$262K	Sell	1,700 -75	-4%	-$11.5K	0.23%	30
2022 Q4	$270K	Buy	+1,775	New	+$265K	0.25%	32

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Pioneer Wealth Management Group's VIG Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.2% in Q3 2026, buying an estimated $21.4K and bringing the position to 1,178 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #51.

Pioneer Wealth Management Group first reported a position in VIG in Q4 2022 and has held it in 12 quarters since. The position peaked at $378K in Q3 2025. 282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Pioneer Wealth Management Group held 1,178 shares of Vanguard Dividend Appreciation ETF worth $275K as of Q3 2026.
Pioneer Wealth Management Group bought 89 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $21.4K.
Vanguard Dividend Appreciation ETF made up 0.06% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #51 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 12 quarters since.
Pioneer Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $378K in Q3 2025.
282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.