Western Pacific Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Western Pacific Wealth 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 Q1	$11.5M	Buy	53,637 +77	+0.1%	+$17.2K	11.73%	1
2025 Q4	$11.8M	Buy	53,560 +4,195	+8%	+$917K	11.4%	1
2025 Q3	$10.7M	Buy	49,365 +1,913	+4%	+$402K	10.4%	1
2025 Q2	$9.71M	Buy	47,452 +5,274	+13%	+$1.02M	9.31%	2
2025 Q1	$8.18M	Sell	42,178 -65	-0.2%	-$12.9K	7.4%	3
2024 Q4	$8.27M	Buy	42,243 +20	+0%	+$3.99K	6.67%	4
2024 Q3	$8.36M	Buy	42,223 +380	+0.9%	+$72.4K	5.56%	3
2024 Q2	$7.64M	Buy	41,843 +262	+0.6%	+$47.2K	5.78%	4
2024 Q1	$7.59M	Buy	41,581 +4,526	+12%	+$795K	5.51%	3
2023 Q4	$6.31M	Buy	37,055 +806	+2%	+$130K	4.61%	3
2023 Q3	$5.63M	Buy	36,249 +1,150	+3%	+$186K	4.62%	3
2023 Q2	$5.7M	Buy	35,099 +5,417	+18%	+$848K	4.32%	3
2023 Q1	$4.57M	Buy	29,682 +731	+3%	+$112K	3.49%	3
2022 Q4	$4.4M	Buy	28,951 +265	+0.9%	+$39.5K	3.66%	3
2022 Q3	$3.88M	Buy	28,686 +2,744	+11%	+$408K	3.85%	4
2022 Q2	$3.72M	Hold	25,942	–	–	3.63%	3
2022 Q1	$4.21M	Buy	25,942 +16,135	+165%	+$2.6M	3.07%	4
2021 Q4	$1.68M	Buy	+9,807	New	+$1.62M	1.08%	8

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

Western Pacific Wealth Management's VIG Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.14% in Q1 2026, buying an estimated $17.2K and bringing the position to 53,637 shares worth $11.5M. The position accounts for 11.73% of the portfolio, ranked #1.

Western Pacific Wealth Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Western Pacific Wealth Management held 53,637 shares of Vanguard Dividend Appreciation ETF worth $11.5M as of Q1 2026.
Western Pacific Wealth Management bought 77 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $17.2K.
Vanguard Dividend Appreciation ETF made up 11.73% of Western Pacific Wealth Management's portfolio in Q1 2026, its #1 holding.
Western Pacific Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $11.8M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.