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

Private Wealth Asset Management’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	$485K	Buy	2,051 +232	+13%	+$53.3K	0.05%	182
2026 Q1	$391K	Sell	1,819 -121	-6%	-$27K	0.04%	190
2025 Q4	$426K	Sell	1,940 -211	-10%	-$46.1K	0.05%	182
2025 Q3	$464K	Buy	2,151 +39	+2%	+$8.19K	0.05%	164
2025 Q2	$432K	Buy	2,112 +334	+19%	+$64.7K	0.06%	176
2025 Q1	$345K	Buy	+1,778	New	+$354K	0.05%	181

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 Wealth Asset Management's VIG Position: Q2 2026 in Review

Private Wealth Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $53.3K and bringing the position to 2,051 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #182.

Private Wealth Asset Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Private Wealth Asset Management held 2,051 shares of Vanguard Dividend Appreciation ETF worth $485K as of Q2 2026.
Private Wealth Asset Management bought 232 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $53.3K.
Vanguard Dividend Appreciation ETF made up 0.05% of Private Wealth Asset Management's portfolio in Q2 2026, its #182 holding.
Private Wealth Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.