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Prospect Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prospect Financial 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
Q1 		$786K Sell
3,655
-50
-1% -$11.1K 0.73% 31
2025
Q4 		$814K Sell
3,705
-63
-2% -$13.8K 0.76% 33
2025
Q3 		$813K Hold
3,768
– – 0.79% 30
2025
Q2 		$771K Sell
3,768
-4,310
-53% -$835K 0.81% 30
2025
Q1 		$1.57M Sell
8,078
-295
-4% -$58.7K 2% 17
2024
Q4 		$1.64M Buy
+8,373
New +$1.67M 2.02% 15

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prospect Financial Group's VIG Position: Q1 2026 in Review

Prospect Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q1 2026, selling an estimated $11.1K and leaving 3,655 shares worth $786K. The position accounts for 0.73% of the portfolio, ranked #31.

Prospect Financial Group first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q4 2024. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Prospect Financial Group held 3,655 shares of Vanguard Dividend Appreciation ETF worth $786K as of Q1 2026.
  • Prospect Financial Group sold 50 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.1K.
  • Vanguard Dividend Appreciation ETF made up 0.73% of Prospect Financial Group's portfolio in Q1 2026, its #31 holding.
  • Prospect Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
  • Prospect Financial Group's Vanguard Dividend Appreciation ETF position peaked at $1.64M in Q4 2024.
  • 2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.