Aventura Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aventura Private Wealth’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	$101K	Hold	426	–	–	0.03%	248
2026 Q1	$91.6K	Hold	426	–	–	0.03%	237
2025 Q4	$93.6K	Hold	426	–	–	0.03%	223
2025 Q3	$91.9K	Sell	426 -94	-18%	-$19.7K	0.03%	230
2025 Q2	$106K	Hold	520	–	–	0.05%	198
2025 Q1	$101K	Sell	520 -112	-18%	-$22.3K	0.05%	188
2024 Q4	$124K	Buy	+632	New	+$126K	0.07%	167

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

Aventura Private Wealth's VIG Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 426 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #248.

Aventura Private Wealth first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $124K in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aventura Private Wealth held 426 shares of Vanguard Dividend Appreciation ETF worth $101K as of Q2 2026.
Aventura Private Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #248 holding.
Aventura Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $124K in Q4 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.