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Prudent Man Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prudent Man Investment Management’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 		$4.84K Hold
22
– – ﹤0.01% 123
2026
Q1 		$4.84K Hold
22
– – ﹤0.01% 123
2025
Q4 		$4.84K Hold
22
– – ﹤0.01% 123
2025
Q3 		$4.31K Hold
22
– – ﹤0.01% 122
2025
Q2 		$4.31K Hold
22
– – ﹤0.01% 122
2025
Q1 		$4.31K Hold
22
– – ﹤0.01% 122
2024
Q4 		$4.31K Buy
+22
New +$4.39K ﹤0.01% 122

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Prudent Man Investment Management's VIG Position: Q2 2026 in Review

Prudent Man Investment Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 22 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Prudent Man Investment Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Prudent Man Investment Management held 22 shares of Vanguard Dividend Appreciation ETF worth $4.84K as of Q2 2026.
  • Prudent Man Investment Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #123 holding.
  • Prudent Man Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.