PPS&V Asset Management Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PPS&V Asset Management Consultants’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	$1.48M	Sell	6,252 -503	-7%	-$115K	0.8%	12
2026 Q1	$1.45M	Sell	6,755 -2,458	-27%	-$548K	0.89%	12
2025 Q4	$2.02M	Sell	9,213 -1,465	-14%	-$320K	1.18%	10
2025 Q3	$2.3M	Buy	10,678 +143	+1%	+$30K	1.33%	10
2025 Q2	$2.16M	Sell	10,535 -254	-2%	-$49.2K	1.36%	11
2025 Q1	$2.09M	Sell	10,789 -1,077	-9%	-$214K	1.52%	11
2024 Q4	$2.32M	Sell	11,866 -740	-6%	-$148K	1.57%	10
2024 Q3	$2.5M	Sell	12,606 -550	-4%	-$105K	1.71%	10
2024 Q2	$2.4M	Sell	13,156 -111	-0.8%	-$20K	1.72%	10
2024 Q1	$2.42M	Sell	13,267 -1,562	-11%	-$274K	1.78%	10
2023 Q4	$2.53M	Buy	14,829 +54	+0.4%	+$8.69K	1.93%	10
2023 Q3	$2.3M	Sell	14,775 -3,838	-21%	-$622K	1.98%	10
2023 Q2	$2.7M	Buy	18,613 +3,524	+23%	+$552K	2.19%	10
2023 Q1	$2.32M	Buy	15,089 +352	+2%	+$53.9K	2%	10
2022 Q4	$2.24M	Buy	+14,737	New	+$2.2M	2.13%	10

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PPS&V Asset Management Consultants's VIG Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.4% in Q2 2026, selling an estimated $115K and leaving 6,252 shares worth $1.48M. The position accounts for 0.8% of the portfolio, ranked #12.

PPS&V Asset Management Consultants first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q2 2023. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

PPS&V Asset Management Consultants held 6,252 shares of Vanguard Dividend Appreciation ETF worth $1.48M as of Q2 2026.
PPS&V Asset Management Consultants sold 503 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $115K.
Vanguard Dividend Appreciation ETF made up 0.8% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #12 holding.
PPS&V Asset Management Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
PPS&V Asset Management Consultants's Vanguard Dividend Appreciation ETF position peaked at $2.7M in Q2 2023.
873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.