Private Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Private Management Group’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	$1.37M	Sell	5,774 -50	-0.9%	-$11.5K	0.04%	200
2026 Q1	$1.25M	Sell	5,824 -200	-3%	-$44.6K	0.04%	195
2025 Q4	$1.32M	Hold	6,024	–	–	0.04%	192
2025 Q3	$1.3M	Hold	6,024	–	–	0.04%	185
2025 Q2	$1.23M	Buy	6,024 +1,950	+48%	+$378K	0.04%	180
2025 Q1	$790K	Sell	4,074 -122	-3%	-$24.3K	0.03%	148
2024 Q4	$822K	Buy	4,196 +2	+0%	+$399	0.03%	144
2024 Q3	$831K	Sell	4,194 -14	-0.3%	-$2.67K	0.03%	144
2024 Q2	$768K	Buy	4,208 +70	+2%	+$12.6K	0.03%	146
2024 Q1	$756K	Buy	4,138 +584	+16%	+$103K	0.03%	148
2023 Q4	$606K	Sell	3,554 -167	-4%	-$26.9K	0.02%	153
2023 Q3	$578K	Buy	3,721 +543	+17%	+$88K	0.02%	142
2023 Q2	$516K	Sell	3,178 -290	-8%	-$45.4K	0.02%	144
2023 Q1	$534K	Buy	+3,468	New	+$531K	0.02%	143

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Management Group's VIG Position: Q2 2026 in Review

Private Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.86% in Q2 2026, selling an estimated $11.5K and leaving 5,774 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #200.

Private Management Group first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Private Management Group held 5,774 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q2 2026.
Private Management Group sold 50 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Dividend Appreciation ETF made up 0.04% of Private Management Group's portfolio in Q2 2026, its #200 holding.
Private Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.