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

Pitti Group Wealth Management’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 		$2.65M Sell
11,189
-43
-0.4% -$9.87K 1.93% 11
2026
Q1 		$2.42M Buy
11,232
+487
+5% +$109K 1.96% 12
2025
Q4 		$2.36M Buy
10,745
+140
+1% +$30.6K 1.94% 12
2025
Q3 		$2.29M Sell
10,605
-241
-2% -$50.6K 1.95% 12
2025
Q2 		$2.22M Buy
10,846
+596
+6% +$116K 1.92% 13
2025
Q1 		$1.99M Buy
10,250
+271
+3% +$53.9K 2.04% 13
2024
Q4 		$1.95M Sell
9,979
-509
-5% -$102K 1.98% 15
2024
Q3 		$1.79M Hold
10,488
– – 1.94% 14
2024
Q2 		$1.79M Buy
10,488
+120
+1% +$21.6K 1.94% 14
2024
Q1 		$1.84M Sell
10,368
-120
-1% -$21.1K 2.06% 13
2023
Q4 		$1.79M Sell
10,488
-572
-5% -$92K 1.94% 14
2023
Q3 		$1.72M Sell
11,060
-706
-6% -$114K 1.97% 12
2023
Q2 		$1.91M Buy
11,766
+20
+0.2% +$3.13K 2.14% 11
2023
Q1 		$1.81M Buy
11,746
+53
+0.5% +$8.12K 2.02% 12
2022
Q4 		$1.78M Buy
11,693
+25
+0.2% +$3.73K 2.12% 11
2022
Q3 		$1.58M Buy
11,668
+229
+2% +$34.1K 2.18% 10
2022
Q2 		$1.64M Sell
11,439
-193
-2% -$29.4K 2.24% 9
2022
Q1 		$1.89M Buy
11,632
+1,749
+18% +$282K 2.2% 11
2021
Q4 		$1.7M Buy
+9,883
New +$1.63M 1.89% 14

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pitti Group Wealth Management's VIG Position: Q2 2026 in Review

Pitti Group Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.38% in Q2 2026, selling an estimated $9.87K and leaving 11,189 shares worth $2.65M. The position accounts for 1.93% of the portfolio, ranked #11.

Pitti Group Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Pitti Group Wealth Management held 11,189 shares of Vanguard Dividend Appreciation ETF worth $2.65M as of Q2 2026.
  • Pitti Group Wealth Management sold 43 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.87K.
  • Vanguard Dividend Appreciation ETF made up 1.93% of Pitti Group Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Pitti Group Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.