PFA
VIG icon

Plotkin Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Plotkin Financial Advisors’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 		$9.25M Buy
43,014
+146
+0.3% +$32.5K 4.65% 5
2025
Q4 		$9.42M Sell
42,868
-250
-0.6% -$54.6K 4.6% 5
2025
Q3 		$9.3M Buy
43,118
+1,666
+4% +$350K 4.6% 6
2025
Q2 		$8.48M Buy
41,452
+759
+2% +$147K 4.68% 7
2025
Q1 		$7.89M Buy
40,693
+350
+0.9% +$69.6K 4.85% 5
2024
Q4 		$7.9M Buy
40,343
+637
+2% +$127K 4.69% 6
2024
Q3 		$7.86M Sell
39,706
-183
-0.5% -$34.8K 4.71% 6
2024
Q2 		$7.28M Buy
39,889
+397
+1% +$71.5K 4.68% 6
2024
Q1 		$7.21M Buy
39,492
+951
+2% +$167K 4.78% 6
2023
Q4 		$6.57M Buy
38,541
+557
+1% +$89.6K 4.99% 4
2023
Q3 		$5.9M Buy
37,984
+293
+0.8% +$47.5K 5.19% 3
2023
Q2 		$6.12M Buy
37,691
+974
+3% +$153K 5.09% 3
2023
Q1 		$5.65M Sell
36,717
-524
-1% -$80.3K 5.26% 4
2022
Q4 		$5.66M Buy
37,241
+208
+0.6% +$31K 5.74% 4
2022
Q3 		$5.01M Buy
37,033
+682
+2% +$101K 5.07% 6
2022
Q2 		$5.22M Sell
36,351
-1,608
-4% -$245K 4.96% 6
2022
Q1 		$6.16M Buy
37,959
+1,303
+4% +$210K 4.3% 7
2021
Q4 		$6.3M Buy
36,656
+2,277
+7% +$375K 3.98% 7
2021
Q3 		$5.28M Buy
34,379
+3,788
+12% +$604K 3.14% 11
2021
Q2 		$4.74M Buy
30,591
+1,268
+4% +$195K 2.62% 13
2021
Q1 		$4.31M Sell
29,323
-1,391
-5% -$198K 2.64% 13
2020
Q4 		$4.34M Buy
30,714
+1,378
+5% +$187K 2.86% 15
2020
Q3 		$3.77M Sell
29,336
-7,587
-21% -$955K 4.15% 7
2020
Q2 		$4.33M Sell
36,923
-605
-2% -$68.9K 3.67% 10
2020
Q1 		$3.88M Sell
37,528
-318
-0.8% -$37.9K 4.71% 7
2019
Q4 		$4.72M Buy
+37,846
New +$4.58M 4.39% 6

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

Plotkin Financial Advisors's VIG Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q1 2026, buying an estimated $32.5K and bringing the position to 43,014 shares worth $9.25M. The position accounts for 4.65% of the portfolio, ranked #5.

Plotkin Financial Advisors first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.42M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Plotkin Financial Advisors held 43,014 shares of Vanguard Dividend Appreciation ETF worth $9.25M as of Q1 2026.
  • Plotkin Financial Advisors bought 146 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $32.5K.
  • Vanguard Dividend Appreciation ETF made up 4.65% of Plotkin Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Plotkin Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $9.42M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.