DOA
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D'Orazio & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

D'Orazio & Associates’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 		$3.5M Sell
14,791
-629
-4% -$144K 0.41% 28
2026
Q1 		$3.32M Sell
15,420
-895
-5% -$200K 0.43% 30
2025
Q4 		$3.59M Sell
16,315
-472
-3% -$103K 0.46% 27
2025
Q3 		$3.62M Sell
16,787
-1,064
-6% -$223K 0.48% 25
2025
Q2 		$3.65M Sell
17,851
-2,220
-11% -$430K 0.51% 22
2025
Q1 		$3.89M Sell
20,071
-3,525
-15% -$701K 0.59% 20
2024
Q4 		$4.62M Sell
23,596
-1,247
-5% -$249K 0.68% 19
2024
Q3 		$4.92M Sell
24,843
-365
-1% -$69.5K 0.7% 20
2024
Q2 		$4.6M Sell
25,208
-5,440
-18% -$979K 0.71% 21
2024
Q1 		$5.6M Sell
30,648
-5,920
-16% -$1.04M 0.9% 20
2023
Q4 		$6.23M Buy
36,568
+10,878
+42% +$1.75M 1.12% 18
2023
Q3 		$3.99M Sell
25,690
-578
-2% -$93.7K 0.9% 20
2023
Q2 		$4.27M Sell
26,268
-701
-3% -$110K 1% 17
2023
Q1 		$4.15M Buy
26,969
+355
+1% +$54.4K 1.08% 16
2022
Q4 		$4.04M Buy
+26,614
New +$3.97M 0.96% 17

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

D'Orazio & Associates's VIG Position: Q2 2026 in Review

D'Orazio & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.1% in Q2 2026, selling an estimated $144K and leaving 14,791 shares worth $3.5M. The position accounts for 0.41% of the portfolio, ranked #28.

D'Orazio & Associates first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.23M in Q4 2023. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • D'Orazio & Associates held 14,791 shares of Vanguard Dividend Appreciation ETF worth $3.5M as of Q2 2026.
  • D'Orazio & Associates sold 629 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $144K.
  • Vanguard Dividend Appreciation ETF made up 0.41% of D'Orazio & Associates's portfolio in Q2 2026, its #28 holding.
  • D'Orazio & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • D'Orazio & Associates's Vanguard Dividend Appreciation ETF position peaked at $6.23M in Q4 2023.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.