Elevatus Welath Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elevatus Welath 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	$1.19M	Buy	5,028 +2,127	+73%	+$488K	0.29%	71
2026 Q1	$624K	Buy	2,901 +524	+22%	+$117K	0.33%	58
2025 Q4	$522K	Buy	+2,377	New	+$519K	0.14%	87
2025 Q2	–	Sell	-1,153	Closed	-$224K	–	133
2025 Q1	$224K	Hold	1,153	–	–	0.13%	91
2024 Q4	$226K	Buy	1,153 +2	+0.2%	+$399	0.08%	92
2024 Q3	$228K	Buy	1,151 +1	+0.1%	+$190	0.07%	90
2024 Q2	$210K	Buy	+1,150	New	+$207K	0.08%	98
2024 Q1	–	Sell	-1,650	Closed	-$281K	–	109
2023 Q4	$281K	Sell	1,650 -2,297	-58%	-$370K	0.13%	72
2023 Q3	$613K	Buy	+3,947	New	+$640K	0.55%	34

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevatus Welath Management's VIG Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 73% in Q2 2026, buying an estimated $488K and bringing the position to 5,028 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #71.

Elevatus Welath Management first reported a position in VIG in Q3 2023 and has held it in 9 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Elevatus Welath Management held 5,028 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q2 2026.
Elevatus Welath Management bought 2,127 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $488K.
Vanguard Dividend Appreciation ETF made up 0.29% of Elevatus Welath Management's portfolio in Q2 2026, its #71 holding.
Elevatus Welath Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 9 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.