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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pitti Group Wealth Management's VIG Position: Q1 2026 in Review

Pitti Group Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.5% in Q1 2026, buying an estimated $109K and bringing the position to 11,232 shares worth $2.42M. The position accounts for 1.96% of the portfolio, ranked #12.

Pitti Group Wealth Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Pitti Group Wealth Management held 11,232 shares of Vanguard Dividend Appreciation ETF worth $2.42M as of Q1 2026.
  • Pitti Group Wealth Management bought 487 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $109K.
  • Vanguard Dividend Appreciation ETF made up 1.96% of Pitti Group Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Pitti Group Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.