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

Private Wealth 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 Q3	$399K	Hold	1,709	–	–	0.15%	45
2026 Q2	$404K	Sell	1,709 -383	-18%	-$87.9K	0.16%	47
2026 Q1	$450K	Buy	2,092 +383	+22%	+$85.4K	0.21%	43
2025 Q4	$376K	Hold	1,709	–	–	0.18%	46
2025 Q3	$369K	Hold	1,709	–	–	0.18%	46
2025 Q2	$350K	Hold	1,709	–	–	0.19%	53
2025 Q1	$332K	Hold	1,709	–	–	0.19%	47
2024 Q4	$335K	Hold	1,709	–	–	0.16%	56
2024 Q3	$338K	Hold	1,709	–	–	0.17%	52
2024 Q2	$312K	Hold	1,709	–	–	0.16%	54
2024 Q1	$312K	Hold	1,709	–	–	0.16%	56
2023 Q4	$291K	Hold	1,709	–	–	0.17%	51
2023 Q3	$266K	Hold	1,709	–	–	0.17%	49
2023 Q2	$278K	Hold	1,709	–	–	0.29%	46
2023 Q1	$263K	Hold	1,709	–	–	0.36%	43
2022 Q4	$260K	Buy	+1,709	New	+$255K	0.37%	44
2020 Q1	–	Sell	-2,103	Closed	-$262K	–	41
2019 Q4	$262K	Hold	2,103	–	–	0.27%	27
2019 Q3	$251K	Buy	+2,103	New	+$248K	0.22%	30

Other funds holding VIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Private Wealth Group's VIG Position: Q3 2026 in Review

Private Wealth Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,709 shares worth $399K. The position accounts for 0.15% of the portfolio, ranked #45.

Private Wealth Group first reported a position in VIG in Q3 2019 and has held it in 18 quarters since. The position peaked at $450K in Q1 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Private Wealth Group held 1,709 shares of Vanguard Dividend Appreciation ETF worth $399K as of Q3 2026.
Private Wealth Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.15% of Private Wealth Group's portfolio in Q3 2026, its #45 holding.
Private Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 18 quarters since.
Private Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $450K in Q1 2026.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.