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Evoke Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evoke Wealth’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 		– Sell
-182,902
Closed -$39.3M – 631
2026
Q1 		$39.3M Buy
182,902
+3,162
+2% +$705K 0.71% 31
2025
Q4 		$39.5M Buy
179,740
+4,962
+3% +$1.08M 0.74% 30
2025
Q3 		$37.9M Buy
174,778
+6,329
+4% +$1.33M 0.77% 31
2025
Q2 		$34.6M Buy
168,449
+648
+0.4% +$126K 0.79% 31
2025
Q1 		$32.6M Buy
167,801
+4,037
+2% +$803K 0.85% 30
2024
Q4 		$32.1M Sell
163,764
-701
-0.4% -$140K 0.89% 29
2024
Q3 		$32.7M Buy
164,465
+159,320
+3,097% +$30.3M 0.89% 28
2024
Q2 		$944K Sell
5,145
-169,051
-97% -$30.4M 1.11% 16
2024
Q1 		$31.8M Buy
174,196
+172,642
+11,110% +$30.3M 0.94% 28
2023
Q4 		$265K Sell
1,554
-122,661
-99% -$19.7M 0.43% 56
2023
Q3 		$19.4M Buy
124,215
+16,320
+15% +$2.65M 0.68% 26
2023
Q2 		$17.6M Buy
107,895
+7,774
+8% +$1.22M 0.61% 28
2023
Q1 		$15.4M Buy
100,121
+3,577
+4% +$548K 0.56% 28
2022
Q4 		$14.7M Sell
96,544
-3,643
-4% -$543K 0.53% 31
2022
Q3 		$13.5M Buy
100,187
+1,320
+1% +$196K 0.55% 25
2022
Q2 		$14.2M Buy
98,867
+7,940
+9% +$1.21M 0.52% 28
2022
Q1 		$14.7M Buy
90,927
+2,927
+3% +$472K 0.48% 31
2021
Q4 		$15.1M Buy
88,000
+9,153
+12% +$1.51M 0.48% 31
2021
Q3 		$12.1M Buy
78,847
+12,728
+19% +$2.03M 0.45% 29
2021
Q2 		$10.2M Buy
66,119
+12,601
+24% +$1.93M 0.39% 39
2021
Q1 		$7.87M Buy
53,518
+4,005
+8% +$570K 0.36% 37
2020
Q4 		$6.99M Buy
49,513
+5,995
+14% +$812K 0.47% 25
2020
Q3 		$5.62M Sell
43,518
-42
-0.1% -$5.28K 0.46% 27
2020
Q2 		$5.13M Buy
43,560
+879
+2% +$100K 0.5% 23
2020
Q1 		$4.41M Buy
42,681
+11,742
+38% +$1.4M 0.63% 25
2019
Q4 		$3.86M Sell
30,939
-7,468
-19% -$903K 0.49% 21
2019
Q3 		$4.59M Buy
+38,407
New +$4.53M 0.57% 27

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evoke Wealth's VIG Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 182,902 shares — an estimated $39.3M sold.

Evoke Wealth first reported a position in VIG in Q3 2019 and held it in 27 quarters. The position peaked at $39.5M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 182,902 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $39.3M.
  • Evoke Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and held it in 27 quarters.
  • Evoke Wealth's Vanguard Dividend Appreciation ETF position peaked at $39.5M in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.