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Principal Street Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Principal Street 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
Q1 		$7.23M Buy
33,636
+76
+0.2% +$16.9K 1.18% 33
2025
Q4 		$7.38M Buy
33,560
+13,650
+69% +$2.98M 1.24% 24
2025
Q3 		$4.3M Sell
19,910
-19,766
-50% -$4.15M 0.69% 58
2025
Q2 		$8.12M Buy
39,676
+19,731
+99% +$3.82M 0.8% 25
2025
Q1 		$3.87M Buy
19,945
+60
+0.3% +$11.9K 0.72% 55
2024
Q4 		$3.89M Sell
19,885
-19,481
-49% -$3.89M 0.77% 47
2024
Q3 		$7.19M Buy
39,366
+19,476
+98% +$3.71M 1.18% 13
2024
Q2 		$3.63M Buy
19,890
+483
+2% +$86.9K 0.65% 53
2024
Q1 		$3.52M Buy
19,407
+7,323
+61% +$1.29M 0.66% 52
2023
Q4 		$2.06M Sell
12,084
-11,834
-49% -$1.9M 0.5% 53
2023
Q3 		$3.72M Buy
23,918
+12,016
+101% +$1.95M 0.74% 52
2023
Q2 		$1.94M Hold
11,902
– – 0.46% 55
2023
Q1 		$1.83M Buy
11,902
+59
+0.5% +$9.04K 0.46% 52
2022
Q4 		$1.8M Buy
11,843
+68
+0.6% +$10.1K 0.45% 53
2022
Q3 		$1.59M Buy
11,775
+58
+0.5% +$8.63K 0.42% 56
2022
Q2 		$1.68M Buy
11,717
+57
+0.5% +$8.68K 0.44% 55
2022
Q1 		$1.89M Buy
11,660
+50
+0.4% +$8.07K 0.43% 56
2021
Q4 		$1.99M Buy
11,610
+53
+0.5% +$8.74K 0.48% 53
2021
Q3 		$1.77M Buy
11,557
+52
+0.5% +$8.29K 0.48% 54
2021
Q2 		$1.78M Buy
11,505
+50
+0.4% +$7.67K 0.47% 56
2021
Q1 		$1.69M Buy
11,455
+41
+0.4% +$5.83K 0.22% 87
2020
Q4 		$1.61M Buy
11,414
+103
+0.9% +$14K 0.49% 57
2020
Q3 		$1.46M Buy
11,311
+57
+0.5% +$7.17K 0.51% 55
2020
Q2 		$1.32M Hold
11,254
– – 0.49% 55
2020
Q1 		$1.16M Buy
11,254
+52
+0.5% +$6.21K 0.49% 41
2019
Q4 		$1.4M Buy
11,202
+53
+0.5% +$6.41K 0.31% 54
2019
Q3 		$1.33M Buy
11,149
+52
+0.5% +$6.13K 0.33% 54
2019
Q2 		$1.28M Buy
+11,097
New +$1.24M 0.71% 55

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Street Partners's VIG Position: Q1 2026 in Review

Principal Street Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.23% in Q1 2026, buying an estimated $16.9K and bringing the position to 33,636 shares worth $7.23M. The position accounts for 1.18% of the portfolio, ranked #33.

Principal Street Partners first reported a position in VIG in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.12M in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Principal Street Partners held 33,636 shares of Vanguard Dividend Appreciation ETF worth $7.23M as of Q1 2026.
  • Principal Street Partners bought 76 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $16.9K.
  • Vanguard Dividend Appreciation ETF made up 1.18% of Principal Street Partners's portfolio in Q1 2026, its #33 holding.
  • Principal Street Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 28 quarters since.
  • Principal Street Partners's Vanguard Dividend Appreciation ETF position peaked at $8.12M in Q2 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.