Prime Capital Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prime Capital Investment Advisors’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 Q1	$41.9M	Buy	194,698 +5,936	+3%	+$1.32M	0.48%	54
2025 Q4	$41.5M	Buy	188,762 +5,883	+3%	+$1.29M	0.51%	45
2025 Q3	$39.5M	Buy	182,879 +176	+0.1%	+$37K	0.5%	47
2025 Q2	$37.4M	Sell	182,703 -22,683	-11%	-$4.4M	0.5%	47
2025 Q1	$39.8M	Buy	205,386 +19,277	+10%	+$3.83M	0.47%	51
2024 Q4	$36.4M	Sell	186,109 -1,891	-1%	-$378K	0.53%	47
2024 Q3	$37.2M	Sell	188,000 -7,653	-4%	-$1.46M	0.53%	48
2024 Q2	$35.7M	Sell	195,653 -9,767	-5%	-$1.76M	0.53%	44
2024 Q1	$37.5M	Buy	205,420 +9,021	+5%	+$1.58M	0.52%	41
2023 Q4	$33.5M	Sell	196,399 -4,002	-2%	-$644K	0.51%	44
2023 Q3	$31.1M	Buy	200,401 +2,971	+2%	+$482K	0.64%	34
2023 Q2	$32.1M	Buy	197,430 +143,933	+269%	+$22.5M	0.63%	35
2023 Q1	$8.24M	Sell	53,497 -129,040	-71%	-$19.8M	0.34%	67
2022 Q4	$27.7M	Buy	182,537 +128,213	+236%	+$19.1M	1.05%	23
2022 Q3	$7.34M	Buy	54,324 +3,441	+7%	+$512K	0.42%	47
2022 Q2	$7.3M	Buy	50,883 +8,227	+19%	+$1.25M	0.44%	40
2022 Q1	$7.33M	Sell	42,656 -2,360	-5%	-$381K	0.41%	45
2021 Q4	$7.73M	Buy	45,016 +10,875	+32%	+$1.79M	0.41%	42
2021 Q3	$5.24M	Buy	34,141 +2,027	+6%	+$323K	0.33%	56
2021 Q2	$4.97M	Buy	32,114 +6,872	+27%	+$1.05M	0.29%	72
2021 Q1	$3.71M	Buy	25,242 +662	+3%	+$94.2K	0.27%	81
2020 Q4	$3.47M	Sell	24,580 -5,148	-17%	-$698K	0.27%	77
2020 Q3	$3.83M	Sell	29,728 -4,181	-12%	-$526K	0.32%	57
2020 Q2	$3.97M	Buy	33,909 +256	+0.8%	+$29.1K	0.37%	56
2020 Q1	$3.48M	Buy	33,653 +24,372	+263%	+$2.91M	0.41%	48
2019 Q4	$1.16M	Buy	9,281 +817	+10%	+$98.8K	0.13%	124
2019 Q3	$1.01M	Buy	8,464 +5,273	+165%	+$622K	0.16%	123
2019 Q2	$368K	Sell	3,191 -1,353	-30%	-$152K	0.07%	153
2019 Q1	$498K	Buy	4,544 +1,700	+60%	+$179K	0.15%	96
2018 Q4	$279K	Buy	2,844 +1,894	+199%	+$198K	0.1%	109
2018 Q3	$105K	Buy	+950	New	+$102K	0.03%	158

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prime Capital Investment Advisors's VIG Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.1% in Q1 2026, buying an estimated $1.32M and bringing the position to 194,698 shares worth $41.9M. The position accounts for 0.48% of the portfolio, ranked #54.

Prime Capital Investment Advisors first reported a position in VIG in Q3 2018 and has held it in 31 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Prime Capital Investment Advisors held 194,698 shares of Vanguard Dividend Appreciation ETF worth $41.9M as of Q1 2026.
Prime Capital Investment Advisors bought 5,936 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.32M.
Vanguard Dividend Appreciation ETF made up 0.48% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #54 holding.
Prime Capital Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 31 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.