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

Precedent 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	$270K	Hold	1,142	–	–	0.04%	181
2026 Q1	$246K	Hold	1,142	–	–	0.05%	157
2025 Q4	$251K	Hold	1,142	–	–	0.05%	160
2025 Q3	$246K	Sell	1,142 -60	-5%	-$12.6K	0.05%	158
2025 Q2	$246K	Sell	1,202 -338	-22%	-$65.5K	0.06%	158
2025 Q1	$299K	Buy	1,540 +330	+27%	+$65.6K	0.08%	138
2024 Q4	$237K	Sell	1,210 -497	-29%	-$99.2K	0.08%	140
2024 Q3	$338K	Sell	1,707 -17	-1%	-$3.24K	0.11%	125
2024 Q2	$315K	Buy	1,724 +10	+0.6%	+$1.8K	0.13%	121
2024 Q1	$313K	Hold	1,714	–	–	0.13%	117
2023 Q4	$292K	Buy	+1,714	New	+$276K	0.15%	113

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Precedent Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,142 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #181.

Precedent Wealth Partners first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q3 2024. 889 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Precedent Wealth Partners held 1,142 shares of Vanguard Dividend Appreciation ETF worth $270K as of Q2 2026.
Precedent Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #181 holding.
Precedent Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $338K in Q3 2024.
889 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.