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

Private Wealth Partners’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 Q1	–	Sell	-999	Closed	-$220K	–	178
2025 Q4	$220K	Hold	999	–	–	0.02%	159
2025 Q3	$216K	Hold	999	–	–	0.02%	164
2025 Q2	$204K	Buy	+999	New	+$194K	0.02%	161

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Partners's VIG Position: Q1 2026 in Review

Private Wealth Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 999 shares — an estimated $220K sold.

Private Wealth Partners first reported a position in VIG in Q2 2025 and held it in 3 quarters. The position peaked at $220K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Private Wealth Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Private Wealth Partners sold 999 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $220K.
Private Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and held it in 3 quarters.
Private Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $220K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.