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

Private Wealth 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	$37.4K	Buy	158 +4	+3%	+$918	0.01%	267
2026 Q1	$33.1K	Hold	154	–	–	0.01%	244
2025 Q4	$33.8K	Sell	154 -46	-23%	-$10.1K	0.01%	232
2025 Q3	$43.2K	Sell	200 -120	-38%	-$25.2K	0.01%	205
2025 Q2	$65.5K	Hold	320	–	–	0.02%	144
2025 Q1	$62.1K	Hold	320	–	–	0.02%	146
2024 Q4	$62.7K	Buy	320 +166	+108%	+$33.1K	0.02%	150
2024 Q3	$30.5K	Sell	154 -60	-28%	-$11.4K	0.01%	220
2024 Q2	$39.1K	Hold	214	–	–	0.02%	181
2024 Q1	$39.1K	Sell	214 -245	-53%	-$43K	0.02%	186
2023 Q4	$78.2K	Buy	+459	New	+$73.9K	0.04%	117

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 Management Group's VIG Position: Q2 2026 in Review

Private Wealth Management Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q2 2026, buying an estimated $918 and bringing the position to 158 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #267.

Private Wealth Management Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $78.2K in Q4 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Private Wealth Management Group held 158 shares of Vanguard Dividend Appreciation ETF worth $37.4K as of Q2 2026.
Private Wealth Management Group bought 4 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $918.
Vanguard Dividend Appreciation ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #267 holding.
Private Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $78.2K in Q4 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.