DCM
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Dorato Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dorato Capital Management’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 		$188K Hold
789
– – 0.13% 116
2026
Q1 		$175K Hold
789
– – 0.13% 111
2025
Q4 		$177K Buy
+789
New +$172K 0.13% 116

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Dorato Capital Management's VIG Position: Q2 2026 in Review

Dorato Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 789 shares worth $188K. The position accounts for 0.13% of the portfolio, ranked #116.

Dorato Capital Management first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,763 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Dorato Capital Management held 789 shares of Vanguard Dividend Appreciation ETF worth $188K as of Q2 2026.
  • Dorato Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.13% of Dorato Capital Management's portfolio in Q2 2026, its #116 holding.
  • Dorato Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.