Prasad Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prasad Wealth Partners’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	$379K	Sell	1,603 -370	-19%	-$85K	0.09%	106
2026 Q1	$424K	Buy	1,973 +154	+8%	+$34.3K	0.12%	88
2025 Q4	$400K	Buy	1,819 +671	+58%	+$147K	0.11%	88
2025 Q3	$248K	Buy	1,148 +5	+0.4%	+$1.05K	0.07%	117
2025 Q2	$234K	Hold	1,143	–	–	0.07%	111
2025 Q1	$222K	Sell	1,143 -147	-11%	-$29.2K	0.07%	108
2024 Q4	$253K	Buy	+1,290	New	+$258K	0.08%	95

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

Prasad Wealth Partners's VIG Position: Q2 2026 in Review

Prasad Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q2 2026, selling an estimated $85K and leaving 1,603 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #106.

Prasad Wealth Partners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Prasad Wealth Partners held 1,603 shares of Vanguard Dividend Appreciation ETF worth $379K as of Q2 2026.
Prasad Wealth Partners sold 370 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $85K.
Vanguard Dividend Appreciation ETF made up 0.09% of Prasad Wealth Partners's portfolio in Q2 2026, its #106 holding.
Prasad Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $424K in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.