Live Oak Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Live Oak Private 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 Q1	$245K	Hold	1,140	–	–	0.03%	182
2025 Q4	$251K	Sell	1,140 -88	-7%	-$19.2K	0.03%	178
2025 Q3	$265K	Hold	1,228	–	–	0.04%	167
2025 Q2	$251K	Sell	1,228 -34	-3%	-$6.59K	0.04%	165
2025 Q1	$245K	Buy	1,262 +97	+8%	+$19.3K	0.04%	162
2024 Q4	$228K	Buy	1,165 +50	+4%	+$9.98K	0.04%	165
2024 Q3	$221K	Hold	1,115	–	–	0.04%	163
2024 Q2	$204K	Hold	1,115	–	–	0.04%	163
2024 Q1	$204K	Buy	+1,115	New	+$196K	0.04%	159

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Live Oak Private Wealth's VIG Position: Q1 2026 in Review

Live Oak Private Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,140 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #182.

Live Oak Private Wealth first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $265K in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Live Oak Private Wealth held 1,140 shares of Vanguard Dividend Appreciation ETF worth $245K as of Q1 2026.
Live Oak Private Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Live Oak Private Wealth's portfolio in Q1 2026, its #182 holding.
Live Oak Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
Live Oak Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $265K in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.