BOC
VIG icon

Blue Oak Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blue Oak Capital’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
2025
Q2 		$530K Sell
2,580
-703
-21% -$136K 0.28% 43
2025
Q1 		$637K Sell
3,283
-148
-4% -$29.4K 0.35% 40
2024
Q4 		$672K Buy
+3,431
New +$685K 0.41% 38

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Blue Oak Capital's VIG Position: Q2 2025 in Review

Blue Oak Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 21% in Q2 2025, selling an estimated $136K and leaving 2,580 shares worth $530K. The position accounts for 0.28% of the portfolio, ranked #43.

Blue Oak Capital first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. The position peaked at $672K in Q4 2024. 2,297 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Blue Oak Capital held 2,580 shares of Vanguard Dividend Appreciation ETF worth $530K as of Q2 2025.
  • Blue Oak Capital sold 703 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $136K.
  • Vanguard Dividend Appreciation ETF made up 0.28% of Blue Oak Capital's portfolio in Q2 2025, its #43 holding.
  • Blue Oak Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's Vanguard Dividend Appreciation ETF position peaked at $672K in Q4 2024.
  • 2,297 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.