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 Q2	$10.7M	Buy	45,232 +812	+2%	+$186K	6.62%	1
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PMG Wealth Management's VIG Position: Q2 2026 in Review

PMG Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, buying an estimated $186K and bringing the position to 45,232 shares worth $10.7M. The position accounts for 6.62% of the portfolio, ranked #1.

PMG Wealth Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

PMG Wealth Management held 45,232 shares of Vanguard Dividend Appreciation ETF worth $10.7M as of Q2 2026.
PMG Wealth Management bought 812 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $186K.
Vanguard Dividend Appreciation ETF made up 6.62% of PMG Wealth Management's portfolio in Q2 2026, its #1 holding.
PMG Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.