PKS Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PKS Advisory Services’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	$461K	Buy	2,144 +80	+4%	+$17.8K	0.11%	168
2025 Q4	$454K	Sell	2,064 -150	-7%	-$32.8K	0.1%	164
2025 Q3	$478K	Buy	2,214 +771	+53%	+$162K	0.1%	156
2025 Q2	$295K	Buy	1,443 +57	+4%	+$11K	0.07%	201
2025 Q1	$269K	Buy	1,386 +127	+10%	+$25.3K	0.07%	201
2024 Q4	$247K	Buy	+1,259	New	+$251K	0.06%	208

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

PKS Advisory Services's VIG Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.9% in Q1 2026, buying an estimated $17.8K and bringing the position to 2,144 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #168.

PKS Advisory Services first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

PKS Advisory Services held 2,144 shares of Vanguard Dividend Appreciation ETF worth $461K as of Q1 2026.
PKS Advisory Services bought 80 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $17.8K.
Vanguard Dividend Appreciation ETF made up 0.11% of PKS Advisory Services's portfolio in Q1 2026, its #168 holding.
PKS Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $478K in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.