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Oakworth Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Oakworth Capital’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 		$375K Hold
1,587
– – 0.02% 182
2026
Q1 		$341K Hold
1,587
– – 0.02% 184
2025
Q4 		$349K Buy
1,587
+7
+0.4% +$1.53K 0.02% 172
2025
Q3 		$341K Buy
1,580
+171
+12% +$35.9K 0.02% 172
2025
Q2 		$288K Hold
1,409
– – 0.02% 169
2025
Q1 		$273K Hold
1,409
– – 0.02% 172
2024
Q4 		$276K Buy
1,409
+303
+27% +$60.5K 0.02% 174
2024
Q3 		$219K Hold
1,106
– – 0.02% 197
2024
Q2 		$202K Buy
1,106
+85
+8% +$15.3K 0.01% 199
2024
Q1 		$186K Hold
1,021
– – 0.01% 201
2023
Q4 		$174K Buy
1,021
+25
+3% +$4.02K 0.01% 203
2023
Q3 		$155K Sell
996
-40
-4% -$6.48K 0.01% 194
2023
Q2 		$168K Hold
1,036
– – 0.01% 191
2023
Q1 		$160K Hold
1,036
– – 0.01% 192
2022
Q4 		$157K Hold
1,036
– – 0.02% 184
2022
Q3 		$140K Hold
1,036
– – 0.02% 189
2022
Q2 		$149K Hold
1,036
– – 0.02% 191
2022
Q1 		$168K Hold
1,036
– – 0.01% 186
2021
Q4 		$178K Hold
1,036
– – 0.02% 189
2021
Q3 		$159K Hold
1,036
– – 0.02% 197
2021
Q2 		$160K Hold
1,036
– – 0.02% 196
2021
Q1 		$152K Sell
1,036
-61
-6% -$8.68K 0.02% 192
2020
Q4 		$155K Hold
1,097
– – 0.02% 180
2020
Q3 		$141K Hold
1,097
– – 0.02% 174
2020
Q2 		$129K Buy
1,097
+61
+6% +$6.94K 0.02% 178
2020
Q1 		$107K Hold
1,036
– – 0.03% 180
2019
Q4 		$130K Hold
1,036
– – 0.02% 195
2019
Q3 		$124K Hold
1,036
– – 0.02% 192
2019
Q2 		$119K Hold
1,036
– – 0.02% 217
2019
Q1 		$114K Hold
1,036
– – 0.02% 218
2018
Q4 		$101K Hold
1,036
– – 0.02% 218
2018
Q3 		$115K Hold
1,036
– – 0.02% 217
2018
Q2 		$105K Hold
1,036
– – 0.02% 217
2018
Q1 		$104K Buy
1,036
+305
+42% +$31.6K 0.02% 206
2017
Q4 		$74K Hold
731
– – 0.02% 248
2017
Q3 		$68K Hold
731
– – 0.02% 261
2017
Q2 		$68K Hold
731
– – 0.02% 256
2017
Q1 		$66K Buy
+731
New +$64.8K 0.02% 250

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

Oakworth Capital's VIG Position: Q2 2026 in Review

Oakworth Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,587 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #182.

Oakworth Capital first reported a position in VIG in Q1 2017 and has held it in 38 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Oakworth Capital held 1,587 shares of Vanguard Dividend Appreciation ETF worth $375K as of Q2 2026.
  • Oakworth Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Oakworth Capital's portfolio in Q2 2026, its #182 holding.
  • Oakworth Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 38 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.