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Octavia Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Octavia Wealth Advisors’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 		$753K Buy
3,184
+158
+5% +$36.3K 0.07% 91
2026
Q1 		$651K Buy
3,026
+251
+9% +$56K 0.06% 108
2025
Q4 		$610K Buy
2,775
+649
+31% +$142K 0.06% 121
2025
Q3 		$461K Buy
2,126
+78
+4% +$16.4K 0.05% 140
2025
Q2 		$421K Sell
2,048
-30
-1% -$5.82K 0.05% 131
2025
Q1 		$403K Sell
2,078
-324
-13% -$64.4K 0.05% 138
2024
Q4 		$470K Sell
2,402
-136
-5% -$27.2K 0.06% 123
2024
Q3 		$505K Sell
2,538
-22
-0.9% -$4.19K 0.06% 116
2024
Q2 		$470K Sell
2,560
-89
-3% -$16K 0.06% 121
2024
Q1 		$484K Sell
2,649
-6,877
-72% -$1.21M 0.07% 117
2023
Q4 		$1.62M Buy
9,526
+7,756
+438% +$1.25M 0.29% 47
2023
Q3 		$276K Buy
1,770
+42
+2% +$6.81K 0.06% 158
2023
Q2 		$282K Hold
1,728
– – 0.06% 147
2023
Q1 		$266K Buy
1,728
+5
+0.3% +$766 0.06% 146
2022
Q4 		$262K Sell
1,723
-22
-1% -$3.28K 0.06% 152
2022
Q3 		$236K Buy
+1,745
New +$260K 0.06% 147

Other funds holding VIG

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Octavia Wealth Advisors's VIG Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q2 2026, buying an estimated $36.3K and bringing the position to 3,184 shares worth $753K. The position accounts for 0.07% of the portfolio, ranked #91.

Octavia Wealth Advisors first reported a position in VIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.62M in Q4 2023. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Octavia Wealth Advisors held 3,184 shares of Vanguard Dividend Appreciation ETF worth $753K as of Q2 2026.
  • Octavia Wealth Advisors bought 158 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $36.3K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Octavia Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 16 quarters since.
  • Octavia Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.62M in Q4 2023.
  • 873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.