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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
Q2 		$7.98M Buy
33,718
+82
+0.2% +$18.8K 1.17% 24
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Street Partners's VIG Position: Q2 2026 in Review

Principal Street Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.24% in Q2 2026, buying an estimated $18.8K and bringing the position to 33,718 shares worth $7.98M. The position accounts for 1.17% of the portfolio, ranked #24.

Principal Street Partners first reported a position in VIG in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.12M in Q2 2025. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Principal Street Partners held 33,718 shares of Vanguard Dividend Appreciation ETF worth $7.98M as of Q2 2026.
  • Principal Street Partners bought 82 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $18.8K.
  • Vanguard Dividend Appreciation ETF made up 1.17% of Principal Street Partners's portfolio in Q2 2026, its #24 holding.
  • Principal Street Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 29 quarters since.
  • Principal Street Partners's Vanguard Dividend Appreciation ETF position peaked at $8.12M in Q2 2025.
  • 2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.