Presilium Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Presilium Private Wealth’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	$455K	Sell	1,925 -62	-3%	-$14.2K	0.07%	67
2026 Q1	$427K	Sell	1,987 -58	-3%	-$12.9K	0.08%	58
2025 Q4	$449K	Sell	2,045 -25	-1%	-$5.46K	0.08%	58
2025 Q3	$447K	Sell	2,070 -15	-0.7%	-$3.15K	0.08%	58
2025 Q2	$427K	Sell	2,085 -20	-1%	-$3.88K	0.09%	56
2025 Q1	$408K	Hold	2,105	–	–	0.09%	55
2024 Q4	$412K	Sell	2,105 -20	-0.9%	-$3.99K	0.09%	58
2024 Q3	$421K	Hold	2,125	–	–	0.1%	56
2024 Q2	$388K	Buy	2,125 +700	+49%	+$126K	0.1%	57
2024 Q1	$260K	Hold	1,425	–	–	0.07%	65
2023 Q4	$243K	Hold	1,425	–	–	0.07%	65
2023 Q3	$221K	Hold	1,425	–	–	0.07%	55
2023 Q2	$231K	Hold	1,425	–	–	0.08%	55
2023 Q1	$219K	Hold	1,425	–	–	0.08%	50
2022 Q4	$216K	Buy	+1,425	New	+$212K	0.09%	47

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

Presilium Private Wealth's VIG Position: Q2 2026 in Review

Presilium Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q2 2026, selling an estimated $14.2K and leaving 1,925 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #67.

Presilium Private Wealth first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Presilium Private Wealth held 1,925 shares of Vanguard Dividend Appreciation ETF worth $455K as of Q2 2026.
Presilium Private Wealth sold 62 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $14.2K.
Vanguard Dividend Appreciation ETF made up 0.07% of Presilium Private Wealth's portfolio in Q2 2026, its #67 holding.
Presilium Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.