Prosperity Consulting Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prosperity Consulting 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	$6.94M	Sell	32,290 -705	-2%	-$157K	0.31%	58
2025 Q4	$7.25M	Sell	32,995 -89	-0.3%	-$19.4K	0.33%	54
2025 Q3	$7.14M	Sell	33,084 -292	-0.9%	-$61.3K	0.35%	52
2025 Q2	$6.83M	Hold	33,376	–	–	0.5%	46
2025 Q1	$6.47M	Sell	33,376 -5,321	-14%	-$1.06M	0.5%	43
2024 Q4	$7.58M	Buy	38,697 +164	+0.4%	+$32.7K	0.57%	35
2024 Q3	$7.63M	Buy	38,533 +9,320	+32%	+$1.77M	0.6%	37
2024 Q2	$5.33M	Sell	29,213 -1,376	-4%	-$248K	0.72%	30
2024 Q1	$5.59M	Buy	30,589 +28,877	+1,687%	+$5.07M	0.7%	34
2023 Q4	$292K	Sell	1,712 -35	-2%	-$5.63K	0.1%	159
2023 Q3	$271K	Buy	+1,747	New	+$283K	0.12%	119
2022 Q2	–	Sell	-1,396	Closed	-$226K	–	96
2022 Q1	$226K	Buy	1,396 +2	+0.1%	+$323	0.17%	91
2021 Q4	$230K	Buy	+1,394	New	+$230K	0.17%	91

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

Prosperity Consulting Group's VIG Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q1 2026, selling an estimated $157K and leaving 32,290 shares worth $6.94M. The position accounts for 0.31% of the portfolio, ranked #58.

Prosperity Consulting Group first reported a position in VIG in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.63M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Prosperity Consulting Group held 32,290 shares of Vanguard Dividend Appreciation ETF worth $6.94M as of Q1 2026.
Prosperity Consulting Group sold 705 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $157K.
Vanguard Dividend Appreciation ETF made up 0.31% of Prosperity Consulting Group's portfolio in Q1 2026, its #58 holding.
Prosperity Consulting Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 13 quarters since.
Prosperity Consulting Group's Vanguard Dividend Appreciation ETF position peaked at $7.63M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.