PMG Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PMG 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	$9.55M	Buy	44,420 +558	+1%	+$124K	6.89%	1
2025 Q4	$9.64M	Buy	43,862 +925	+2%	+$202K	7.06%	2
2025 Q3	$9.25M	Buy	42,937 +1,025	+2%	+$215K	7.05%	2
2025 Q2	$8.58M	Buy	41,912 +1,470	+4%	+$285K	7.08%	2
2025 Q1	$7.85M	Buy	40,442 +183	+0.5%	+$36.4K	8.33%	2
2024 Q4	$7.88M	Buy	+40,259	New	+$8.04M	7.18%	2

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

PMG Wealth Management's VIG Position: Q1 2026 in Review

PMG Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q1 2026, buying an estimated $124K and bringing the position to 44,420 shares worth $9.55M. The position accounts for 6.89% of the portfolio, ranked #1.

PMG Wealth Management first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.64M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

PMG Wealth Management held 44,420 shares of Vanguard Dividend Appreciation ETF worth $9.55M as of Q1 2026.
PMG Wealth Management bought 558 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $124K.
Vanguard Dividend Appreciation ETF made up 6.89% of PMG Wealth Management's portfolio in Q1 2026, its #1 holding.
PMG Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
PMG Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $9.64M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.