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 Q3	$449K	Sell	1,925 -125	-6%	-$30K	0.1%	129
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Doliver Advisors's VIG Position: Q3 2026 in Review

Doliver Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.1% in Q3 2026, selling an estimated $30K and leaving 1,925 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #129.

Doliver Advisors first reported a position in VIG in Q3 2021 and has held it in 21 quarters since. The position peaked at $485K in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Doliver Advisors held 1,925 shares of Vanguard Dividend Appreciation ETF worth $449K as of Q3 2026.
Doliver Advisors sold 125 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $30K.
Vanguard Dividend Appreciation ETF made up 0.1% of Doliver Advisors's portfolio in Q3 2026, its #129 holding.
Doliver Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 21 quarters since.
Doliver Advisors's Vanguard Dividend Appreciation ETF position peaked at $485K in Q2 2026.
1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.