Vanguard Personalized Indexing Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vanguard Personalized Indexing 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	$1.05M	Buy	4,452 +843	+23%	+$194K	0.01%	958
2026 Q1	$776K	Buy	3,609 +301	+9%	+$67.1K	0.01%	1056
2025 Q4	$727K	Buy	3,308 +57	+2%	+$12.5K	0.01%	1063
2025 Q3	$702K	Sell	3,251 -220	-6%	-$46.2K	0.01%	1077
2025 Q2	$710K	Buy	3,471 +633	+22%	+$123K	0.01%	1038
2025 Q1	$551K	Buy	+2,838	New	+$564K	0.01%	1064
2022 Q4	–	Sell	-2,470	Closed	-$334K	–	1347
2022 Q3	$334K	Buy	+2,470	New	+$368K	0.02%	925

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Vanguard Personalized Indexing Management's VIG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q2 2026, buying an estimated $194K and bringing the position to 4,452 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #958.

Vanguard Personalized Indexing Management first reported a position in VIG in Q3 2022 and has held it in 7 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Vanguard Personalized Indexing Management held 4,452 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q2 2026.
Vanguard Personalized Indexing Management bought 843 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $194K.
Vanguard Dividend Appreciation ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #958 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 7 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.