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Doliver Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Doliver 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 		$485K Hold
2,050
– – 0.11% 129
2026
Q1 		$441K Hold
2,050
– – 0.1% 122
2025
Q4 		$451K Hold
2,050
– – 0.11% 120
2025
Q3 		$442K Hold
2,050
– – 0.11% 118
2025
Q2 		$420K Hold
2,050
– – 0.11% 120
2025
Q1 		$398K Hold
2,050
– – 0.11% 117
2024
Q4 		$401K Hold
2,050
– – 0.11% 113
2024
Q3 		$406K Hold
2,050
– – 0.11% 109
2024
Q2 		$374K Sell
2,050
-100
-5% -$18K 0.1% 109
2024
Q1 		$393K Sell
2,150
-100
-4% -$17.6K 0.11% 110
2023
Q4 		$383K Hold
2,250
– – 0.12% 111
2023
Q3 		$350K Sell
2,250
-75
-3% -$12.2K 0.11% 109
2023
Q2 		$378K Hold
2,325
– – 0.12% 119
2023
Q1 		$358K Buy
2,325
+125
+6% +$19.1K 0.11% 112
2022
Q4 		$334K Sell
2,200
-100
-4% -$14.9K 0.11% 108
2022
Q3 		$311K Sell
2,300
-300
-12% -$44.6K 0.11% 108
2022
Q2 		$373K Buy
2,600
+1,000
+63% +$152K 0.13% 104
2022
Q1 		$259K Hold
1,600
– – 0.08% 144
2021
Q4 		$260K Sell
1,600
-1,511
-49% -$249K 0.08% 133
2021
Q3 		$478K Buy
+3,111
New +$496K 0.16% 104

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Doliver Advisors's VIG Position: Q2 2026 in Review

Doliver Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,050 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #129.

Doliver Advisors first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. 907 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Doliver Advisors held 2,050 shares of Vanguard Dividend Appreciation ETF worth $485K as of Q2 2026.
  • Doliver Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Doliver Advisors's portfolio in Q2 2026, its #129 holding.
  • Doliver Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
  • 907 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.