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Ogorek Anthony Joseph’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ogorek Anthony Joseph’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 		$7.06M Sell
29,849
-270
-0.9% -$62K 1.75% 20
2026
Q1 		$6.48M Sell
30,119
-2,917
-9% -$650K 1.78% 19
2025
Q4 		$7.26M Buy
33,036
+150
+0.5% +$32.8K 2% 18
2025
Q3 		$7.1M Buy
32,886
+340
+1% +$71.4K 2.03% 17
2025
Q2 		$6.66M Sell
32,546
-255
-0.8% -$49.4K 2.06% 17
2025
Q1 		$6.36M Sell
32,801
-60
-0.2% -$11.9K 2.09% 16
2024
Q4 		$6.43M Buy
32,861
+146
+0.4% +$29.1K 2.05% 15
2024
Q3 		$6.48M Sell
32,715
-1,030
-3% -$196K 2.22% 13
2024
Q2 		$6.16M Sell
33,745
-707
-2% -$127K 2.14% 14
2024
Q1 		$6.29M Sell
34,452
-1,241
-3% -$218K 2.19% 14
2023
Q4 		$6.08M Sell
35,693
-8,789
-20% -$1.41M 2.21% 15
2023
Q3 		$6.91M Sell
44,482
-1,597
-3% -$259K 2.73% 12
2023
Q2 		$7.48M Sell
46,079
-2,928
-6% -$459K 2.87% 11
2023
Q1 		$7.55M Sell
49,007
-306
-0.6% -$46.9K 3.08% 11
2022
Q4 		$7.49M Sell
49,313
-221
-0.4% -$32.9K 3.26% 10
2022
Q3 		$6.7M Sell
49,534
-236
-0.5% -$35.1K 3.18% 10
2022
Q2 		$7.14M Sell
49,770
-3,883
-7% -$591K 3.28% 10
2022
Q1 		$8.7M Sell
53,653
-28,344
-35% -$4.57M 3.56% 11
2021
Q4 		$14.1M Sell
81,997
-6,438
-7% -$1.06M 6.02% 4
2021
Q3 		$13.6M Sell
88,435
-3,861
-4% -$615K 6.2% 4
2021
Q2 		$14.3M Sell
92,296
-2,227
-2% -$342K 6.4% 4
2021
Q1 		$13.9M Sell
94,523
-144,799
-61% -$20.6M 6.85% 4
2020
Q4 		$33.8M Buy
239,322
+10,957
+5% +$1.48M 18.1% 2
2020
Q3 		$29.4M Sell
228,365
-1,197
-0.5% -$151K 17.32% 2
2020
Q2 		$26.9M Buy
+229,562
New +$26.1M 19.03% 2
2017
Q2 		– Sell
-700
Closed -$62K – 70
2017
Q1 		$62K Hold
700
– – 0.06% 24
2016
Q4 		$58K Hold
700
– – 0.05% 29
2016
Q3 		$58K Hold
700
– – 0.05% 29
2016
Q2 		$58K Buy
+700
New +$57.2K 0.05% 29

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ogorek Anthony Joseph's VIG Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.9% in Q2 2026, selling an estimated $62K and leaving 29,849 shares worth $7.06M. The position accounts for 1.75% of the portfolio, ranked #20.

Ogorek Anthony Joseph first reported a position in VIG in Q2 2016 and has held it in 29 quarters since. The position peaked at $33.8M in Q4 2020. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Ogorek Anthony Joseph held 29,849 shares of Vanguard Dividend Appreciation ETF worth $7.06M as of Q2 2026.
  • Ogorek Anthony Joseph sold 270 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $62K.
  • Vanguard Dividend Appreciation ETF made up 1.75% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #20 holding.
  • Ogorek Anthony Joseph first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 29 quarters since.
  • Ogorek Anthony Joseph's Vanguard Dividend Appreciation ETF position peaked at $33.8M in Q4 2020.
  • 2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.