Aventus Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aventus Investment Advisors’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	$849K	Sell	3,587 -87	-2%	-$20K	0.62%	29
2026 Q1	$790K	Sell	3,674 -68	-2%	-$15.2K	0.67%	25
2025 Q4	$822K	Sell	3,742 -160	-4%	-$35K	0.67%	25
2025 Q3	$842K	Sell	3,902 -50	-1%	-$10.5K	0.72%	26
2025 Q2	$809K	Buy	+3,952	New	+$766K	0.73%	24

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Aventus Investment Advisors's VIG Position: Q2 2026 in Review

Aventus Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $20K and leaving 3,587 shares worth $849K. The position accounts for 0.62% of the portfolio, ranked #29.

Aventus Investment Advisors first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. 1,052 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aventus Investment Advisors held 3,587 shares of Vanguard Dividend Appreciation ETF worth $849K as of Q2 2026.
Aventus Investment Advisors sold 87 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $20K.
Vanguard Dividend Appreciation ETF made up 0.62% of Aventus Investment Advisors's portfolio in Q2 2026, its #29 holding.
Aventus Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.