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

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

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. 2,602 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.
2,602 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.