PCS
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Private Client Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Private Client Services’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
Q3 		$407K Buy
1,745
+406
+30% +$97.5K 0.11% 140
2026
Q2 		$317K Sell
1,339
-6
-0.4% -$1.38K 0.08% 165
2026
Q1 		$289K Buy
1,345
+2
+0.1% +$446 0.09% 165
2025
Q4 		$295K Buy
1,343
+100
+8% +$21.8K 0.09% 143
2025
Q3 		$268K Sell
1,243
-329
-21% -$69.1K 0.09% 157
2025
Q2 		$322K Hold
1,572
– – 0.13% 140
2025
Q1 		$305K Buy
1,572
+6
+0.4% +$1.19K 0.15% 130
2024
Q4 		$307K Sell
1,566
-239
-13% -$47.7K 0.16% 120
2024
Q3 		$357K Buy
1,805
+5
+0.3% +$952 0.19% 103
2024
Q2 		$329K Sell
1,800
-51
-3% -$9.18K 0.21% 90
2024
Q1 		$338K Buy
1,851
+29
+2% +$5.09K 0.23% 88
2023
Q4 		$310K Buy
+1,822
New +$293K 0.25% 101

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Private Client Services's VIG Position: Q3 2026 in Review

Private Client Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 30% in Q3 2026, buying an estimated $97.5K and bringing the position to 1,745 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #140.

Private Client Services first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. 131 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Private Client Services held 1,745 shares of Vanguard Dividend Appreciation ETF worth $407K as of Q3 2026.
  • Private Client Services bought 406 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $97.5K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Private Client Services's portfolio in Q3 2026, its #140 holding.
  • Private Client Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • 131 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.