Objective Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Objective Capital Management’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	$1.37M	Buy	5,790 +2	+0%	+$459	1.22%	19
2026 Q1	$1.24M	Sell	5,788 -96	-2%	-$21.4K	1.26%	20
2025 Q4	$1.29M	Buy	5,884 +9	+0.2%	+$1.97K	1.32%	19
2025 Q3	$1.27M	Sell	5,875 -24	-0.4%	-$5.04K	1.31%	20
2025 Q2	$1.21M	Sell	5,899 -195	-3%	-$37.8K	1.36%	21
2025 Q1	$1.18M	Sell	6,094 -1,545	-20%	-$307K	1.51%	19
2024 Q4	$1.5M	Sell	7,639 -99	-1%	-$19.8K	1%	28
2024 Q3	$1.53M	Buy	+7,738	New	+$1.47M	0.9%	31
2024 Q1	$1.31M	Buy	7,169 +171	+2%	+$30K	0.88%	33
2023 Q4	$1.19M	Buy	6,998 +967	+16%	+$156K	0.91%	32
2023 Q3	$937K	Sell	6,031 -14	-0.2%	-$2.27K	0.83%	37
2023 Q2	$982K	Sell	6,045 -801	-12%	-$125K	0.86%	35
2023 Q1	$1.05M	Buy	6,846 +11	+0.2%	+$1.69K	0.96%	31
2022 Q4	$1.04M	Buy	6,835 +31	+0.5%	+$4.62K	1.03%	29
2022 Q3	$920K	Buy	6,804 +9	+0.1%	+$1.34K	0.98%	30
2022 Q2	$975K	Buy	6,795 +7	+0.1%	+$1.06K	0.98%	32
2022 Q1	$1.1M	Buy	6,788 +267	+4%	+$43.1K	0.85%	30
2021 Q4	$1.12M	Buy	+6,521	New	+$1.07M	0.79%	31

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

Objective Capital Management's VIG Position: Q2 2026 in Review

Objective Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.03% in Q2 2026, buying an estimated $459 and bringing the position to 5,790 shares worth $1.37M. The position accounts for 1.22% of the portfolio, ranked #19.

Objective Capital Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2024. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Objective Capital Management held 5,790 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q2 2026.
Objective Capital Management bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 1.22% of Objective Capital Management's portfolio in Q2 2026, its #19 holding.
Objective Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.53M in Q3 2024.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.