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

Pursue 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	$4.76M	Buy	22,143 +4,834	+28%	+$1.08M	2.85%	12
2025 Q4	$3.8M	Sell	17,309 -1,703	-9%	-$372K	1.85%	16
2025 Q3	$4.1M	Sell	19,012 -663	-3%	-$139K	2.25%	12
2025 Q2	$4.03M	Buy	19,675 +590	+3%	+$114K	2.29%	10
2025 Q1	$3.7M	Buy	19,085 +1,030	+6%	+$205K	2.25%	14
2024 Q4	$3.54M	Buy	18,055 +3,355	+23%	+$670K	2.02%	15
2024 Q3	$2.91M	Buy	14,700 +9,927	+208%	+$1.89M	1.59%	19
2024 Q2	$871K	Buy	4,773 +2,386	+100%	+$429K	0.48%	46
2024 Q1	$436K	Buy	+2,387	New	+$419K	0.26%	66

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 $17.8B AUM 24.16% 1-Year Est. Return

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

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

Pursue Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 28% in Q1 2026, buying an estimated $1.08M and bringing the position to 22,143 shares worth $4.76M. The position accounts for 2.85% of the portfolio, ranked #12.

Pursue Wealth Partners first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pursue Wealth Partners held 22,143 shares of Vanguard Dividend Appreciation ETF worth $4.76M as of Q1 2026.
Pursue Wealth Partners bought 4,834 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.08M.
Vanguard Dividend Appreciation ETF made up 2.85% of Pursue Wealth Partners's portfolio in Q1 2026, its #12 holding.
Pursue Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.