Oakmont Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Oakmont Advisory Group’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	$2.42M	Buy	10,244 +530	+5%	+$122K	2.04%	8
2026 Q1	$2.09M	Buy	9,714 +1,815	+23%	+$405K	2.13%	9
2025 Q4	$1.74M	Buy	+7,899	New	+$1.73M	1.85%	10

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

Oakmont Advisory Group's VIG Position: Q2 2026 in Review

Oakmont Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.5% in Q2 2026, buying an estimated $122K and bringing the position to 10,244 shares worth $2.42M. The position accounts for 2.04% of the portfolio, ranked #8.

Oakmont Advisory Group first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Oakmont Advisory Group held 10,244 shares of Vanguard Dividend Appreciation ETF worth $2.42M as of Q2 2026.
Oakmont Advisory Group bought 530 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $122K.
Vanguard Dividend Appreciation ETF made up 2.04% of Oakmont Advisory Group's portfolio in Q2 2026, its #8 holding.
Oakmont Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.