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 Q3	$531K	Hold	2,246	–	–	0.09%	212
2026 Q2	$531K	Buy	2,246 +102	+5%	+$23.4K	0.08%	213
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

PKS Advisory Services's VIG Position: Q3 2026 in Review

PKS Advisory Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 2,246 shares worth $531K. The position accounts for 0.09% of the portfolio, ranked #212.

PKS Advisory Services first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

PKS Advisory Services held 2,246 shares of Vanguard Dividend Appreciation ETF worth $531K as of Q3 2026.
PKS Advisory Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.09% of PKS Advisory Services's portfolio in Q3 2026, its #212 holding.
PKS Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.