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Oak Harvest Investment Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Oak Harvest Investment Services’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 		$14.2M Sell
60,209
-2,041
-3% -$469K 1.33% 20
2026
Q1 		$13.4M Sell
62,250
-1,993
-3% -$444K 1.4% 18
2025
Q4 		$14.1M Buy
64,243
+190
+0.3% +$41.5K 1.54% 13
2025
Q3 		$13.8M Sell
64,053
-360
-0.6% -$75.6K 1.61% 12
2025
Q2 		$13.2M Sell
64,413
-1,530
-2% -$297K 1.65% 11
2025
Q1 		$12.8M Sell
65,943
-2,119
-3% -$421K 1.79% 8
2024
Q4 		$13.3M Sell
68,062
-4,044
-6% -$807K 1.86% 9
2024
Q3 		$14.3M Sell
72,106
-1,701
-2% -$324K 2.05% 8
2024
Q2 		$13.5M Sell
73,807
-2,195
-3% -$395K 2.09% 7
2024
Q1 		$13.9M Sell
76,002
-2,843
-4% -$499K 2.27% 7
2023
Q4 		$13.4M Buy
78,845
+1,259
+2% +$203K 2.68% 6
2023
Q3 		$12.1M Sell
77,586
-176
-0.2% -$28.5K 2.55% 7
2023
Q2 		$12.6M Sell
77,762
-3,755
-5% -$588K 2.83% 6
2023
Q1 		$12.6M Buy
81,517
+7,442
+10% +$1.14M 2.89% 6
2022
Q4 		$11.2M Buy
74,075
+4,705
+7% +$701K 2.93% 6
2022
Q3 		$9.38M Buy
69,370
+7,356
+12% +$1.09M 2.5% 7
2022
Q2 		$8.9M Buy
62,014
+9,580
+18% +$1.46M 2.4% 6
2022
Q1 		$8.5M Buy
52,434
+2,268
+5% +$366K 2.11% 8
2021
Q4 		$8.62M Buy
50,166
+3,598
+8% +$593K 2.14% 8
2021
Q3 		$7.15M Buy
46,568
+3,398
+8% +$542K 2.09% 10
2021
Q2 		$6.68M Buy
43,170
+3,428
+9% +$526K 2.2% 9
2021
Q1 		$5.84M Buy
39,742
+2,842
+8% +$404K 2.24% 7
2020
Q4 		$5.21M Buy
+36,900
New +$5M 2.23% 12

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Oak Harvest Investment Services's VIG Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q2 2026, selling an estimated $469K and leaving 60,209 shares worth $14.2M. The position accounts for 1.33% of the portfolio, ranked #20.

Oak Harvest Investment Services first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.3M in Q3 2024. 1,003 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Oak Harvest Investment Services held 60,209 shares of Vanguard Dividend Appreciation ETF worth $14.2M as of Q2 2026.
  • Oak Harvest Investment Services sold 2,041 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $469K.
  • Vanguard Dividend Appreciation ETF made up 1.33% of Oak Harvest Investment Services's portfolio in Q2 2026, its #20 holding.
  • Oak Harvest Investment Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Vanguard Dividend Appreciation ETF position peaked at $14.3M in Q3 2024.
  • 1,003 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.