Prepared Retirement Institute’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prepared Retirement Institute’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	$28.3M	Buy	119,642 +4,529	+4%	+$1.04M	12.05%	1
2026 Q1	$24.8M	Buy	115,113 +1,897	+2%	+$423K	12.29%	1
2025 Q4	$24.9M	Buy	113,216 +6,040	+6%	+$1.32M	12.52%	1
2025 Q3	$23.1M	Buy	107,176 +3,799	+4%	+$798K	12.06%	1
2025 Q2	$21.2M	Sell	103,377 -2,448	-2%	-$474K	12.47%	1
2025 Q1	$20.5M	Sell	105,825 -12,623	-11%	-$2.51M	13.1%	1
2024 Q4	$23.2M	Buy	118,448 +11,064	+10%	+$2.21M	13.24%	1
2024 Q3	$21.3M	Buy	107,384 +6,013	+6%	+$1.14M	12.87%	1
2024 Q2	$18.5M	Buy	101,371 +7,821	+8%	+$1.41M	12.27%	1
2024 Q1	$17.1M	Sell	93,550 -716	-0.8%	-$126K	12.75%	1
2023 Q4	$16.1M	Buy	+94,266	New	+$15.2M	12.03%	1

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

Prepared Retirement Institute's VIG Position: Q2 2026 in Review

Prepared Retirement Institute increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.9% in Q2 2026, buying an estimated $1.04M and bringing the position to 119,642 shares worth $28.3M. The position accounts for 12.05% of the portfolio, ranked #1.

Prepared Retirement Institute first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Prepared Retirement Institute held 119,642 shares of Vanguard Dividend Appreciation ETF worth $28.3M as of Q2 2026.
Prepared Retirement Institute bought 4,529 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.04M.
Vanguard Dividend Appreciation ETF made up 12.05% of Prepared Retirement Institute's portfolio in Q2 2026, its #1 holding.
Prepared Retirement Institute first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.