Prestige Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prestige Wealth Management Group’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	$633K	Sell	2,674 -2	-0.1%	-$459	0.11%	92
2026 Q1	$576K	Buy	2,676 +21	+0.8%	+$4.68K	0.11%	92
2025 Q4	$584K	Sell	2,655 -24	-0.9%	-$5.24K	0.11%	92
2025 Q3	$580K	Sell	2,679 -8	-0.3%	-$1.68K	0.11%	95
2025 Q2	$552K	Buy	2,687 +3	+0.1%	+$581	0.11%	98
2025 Q1	$521K	Sell	2,684 -232	-8%	-$46.1K	0.11%	94
2024 Q4	$571K	Sell	2,916 -119	-4%	-$23.8K	0.12%	88
2024 Q3	$604K	Buy	3,035 +75	+3%	+$14.3K	0.12%	87
2024 Q2	$543K	Sell	2,960 -97	-3%	-$17.5K	0.12%	81
2024 Q1	$558K	Buy	3,057 +232	+8%	+$40.8K	0.12%	82
2023 Q4	$481K	Buy	2,825 +16	+0.6%	+$2.57K	0.11%	85
2023 Q3	$439K	Sell	2,809 -98	-3%	-$15.9K	0.11%	88
2023 Q2	$474K	Sell	2,907 -2,017	-41%	-$316K	0.11%	88
2023 Q1	$758K	Sell	4,924 -1,161	-19%	-$178K	0.19%	60
2022 Q4	$924K	Buy	6,085 +5,118	+529%	+$763K	0.24%	55
2022 Q3	$131K	Sell	967 -113	-10%	-$16.8K	0.04%	155
2022 Q2	$155K	Buy	1,080 +114	+12%	+$17.4K	0.04%	149
2022 Q1	$157K	Sell	966 -33	-3%	-$5.32K	0.04%	160
2021 Q4	$172K	Buy	999 +296	+42%	+$48.8K	0.04%	151
2021 Q3	$108K	Buy	703 +282	+67%	+$44.9K	0.03%	184
2021 Q2	$65K	Buy	421 +15	+4%	+$2.3K	0.02%	221
2021 Q1	$60K	Buy	406 +41	+11%	+$5.83K	0.02%	233
2020 Q4	$52K	Hold	365	–	–	0.01%	245
2020 Q3	$47K	Hold	365	–	–	0.01%	256
2020 Q2	$43K	Buy	+365	New	+$41.5K	0.02%	243
2020 Q1	–	Sell	-100	Closed	-$12K	–	1019
2019 Q4	$12K	Hold	100	–	–	0.01%	337
2019 Q3	$12K	Sell	100 -70	-41%	-$8.26K	0.01%	329
2019 Q2	$20K	Hold	170	–	–	0.01%	277
2019 Q1	$19K	Hold	170	–	–	0.01%	289
2018 Q4	$17K	Buy	+170	New	+$17.7K	0.01%	343

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

Prestige Wealth Management Group's VIG Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q2 2026, selling an estimated $459 and leaving 2,674 shares worth $633K. The position accounts for 0.11% of the portfolio, ranked #92.

Prestige Wealth Management Group first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $924K in Q4 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Prestige Wealth Management Group held 2,674 shares of Vanguard Dividend Appreciation ETF worth $633K as of Q2 2026.
Prestige Wealth Management Group sold 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.11% of Prestige Wealth Management Group's portfolio in Q2 2026, its #92 holding.
Prestige Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $924K in Q4 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.