Principle Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Principle Wealth 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	$49M	Sell	227,881 -3,814	-2%	-$850K	2.8%	7
2025 Q4	$50.9M	Sell	231,695 -12,538	-5%	-$2.74M	2.87%	8
2025 Q3	$52.7M	Buy	244,233 +690	+0.3%	+$145K	3.06%	8
2025 Q2	$49.8M	Buy	243,543 +853	+0.4%	+$165K	3.11%	7
2025 Q1	$47.1M	Sell	242,690 -7,227	-3%	-$1.44M	3.37%	4
2024 Q4	$48.9M	Sell	249,917 -3,506	-1%	-$700K	3.43%	5
2024 Q3	$50.2M	Sell	253,423 -1,844	-0.7%	-$351K	3.56%	3
2024 Q2	$46.6M	Sell	255,267 -2,171	-0.8%	-$391K	3.55%	4
2024 Q1	$47M	Buy	257,438 +899	+0.4%	+$158K	3.67%	3
2023 Q4	$43.7M	Sell	256,539 -1,734	-0.7%	-$279K	3.76%	3
2023 Q3	$40.1M	Sell	258,273 -3,256	-1%	-$528K	4.03%	3
2023 Q2	$42.5M	Buy	261,529 +402	+0.2%	+$63K	4.27%	3
2023 Q1	$40.2M	Sell	261,127 -61,863	-19%	-$9.48M	4.3%	3
2022 Q4	$49M	Buy	322,990 +1,282	+0.4%	+$191K	5.56%	1
2022 Q3	$43.5K	Buy	321,708 +18,842	+6%	+$2.8M	4.1%	4
2022 Q2	$43.5M	Buy	302,866 +11,742	+4%	+$1.79M	5.23%	2
2022 Q1	$47.2M	Buy	291,124 +14,370	+5%	+$2.32M	4.96%	3
2021 Q4	$47.5M	Sell	276,754 -20,802	-7%	-$3.43M	4.99%	4
2021 Q3	$45.7M	Buy	297,556 +10,497	+4%	+$1.67M	5.28%	4
2021 Q2	$44.4M	Sell	287,059 -15,645	-5%	-$2.4M	5.05%	5
2021 Q1	$44.5M	Buy	302,704 +18,448	+6%	+$2.62M	5.21%	5
2020 Q4	$40.1M	Buy	284,256 +69,029	+32%	+$9.36M	5.29%	5
2020 Q3	$27.7M	Sell	215,227 -29,168	-12%	-$3.67M	7.72%	3
2020 Q2	$28.6M	Sell	244,395 -2,428	-1%	-$276K	8.41%	2
2020 Q1	$25.5M	Buy	246,823 +158,341	+179%	+$18.9M	9.58%	2
2019 Q4	$11M	Buy	88,482 +4,227	+5%	+$511K	3.52%	5
2019 Q3	$10.1M	Buy	84,255 +13,106	+18%	+$1.55M	3.48%	5
2019 Q2	$8.19M	Buy	71,149 +2,660	+4%	+$298K	4.22%	3
2019 Q1	$7.51M	Buy	68,489 +5,876	+9%	+$619K	4.29%	3
2018 Q4	$6.13M	Buy	+62,613	New	+$6.53M	5.15%	2

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

Principle Wealth Partners's VIG Position: Q1 2026 in Review

Principle Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q1 2026, selling an estimated $850K and leaving 227,881 shares worth $49M. The position accounts for 2.8% of the portfolio, ranked #7.

Principle Wealth Partners first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $52.7M in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Principle Wealth Partners held 227,881 shares of Vanguard Dividend Appreciation ETF worth $49M as of Q1 2026.
Principle Wealth Partners sold 3,814 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $850K.
Vanguard Dividend Appreciation ETF made up 2.8% of Principle Wealth Partners's portfolio in Q1 2026, its #7 holding.
Principle Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
Principle Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $52.7M in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.