OW
VIG icon

Olistico Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Olistico Wealth’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 		$48.4K Hold
205
– – 0.02% 170
2026
Q1 		$44K Sell
205
-104
-34% -$23.2K 0.02% 170
2025
Q4 		$67.8K Buy
+309
New +$67.5K 0.03% 137
2025
Q3 		– Sell
-1,141
Closed -$234K – 329
2025
Q2 		$234K Hold
1,141
– – 0.13% 84
2025
Q1 		$221K Sell
1,141
-166
-13% -$33K 0.14% 92
2024
Q4 		$256K Buy
1,307
+2
+0.2% +$399 0.15% 90
2024
Q3 		$259K Sell
1,305
-460
-26% -$87.6K 0.16% 91
2024
Q2 		$322K Sell
1,765
-600
-25% -$108K 0.21% 81
2024
Q1 		$432K Buy
2,365
+1
+0% +$176 0.31% 69
2023
Q4 		$403K Sell
2,364
-3,816
-62% -$614K 0.31% 73
2023
Q3 		$960K Buy
6,180
+19
+0.3% +$3.08K 0.86% 33
2023
Q2 		$1M Hold
6,161
– – 0.86% 32
2023
Q1 		$949K Buy
6,161
+22
+0.4% +$3.37K 0.91% 28
2022
Q4 		$932K Buy
+6,139
New +$915K 1.01% 25

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Olistico Wealth's VIG Position: Q2 2026 in Review

Olistico Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 205 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #170.

Olistico Wealth first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q2 2023. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Olistico Wealth held 205 shares of Vanguard Dividend Appreciation ETF worth $48.4K as of Q2 2026.
  • Olistico Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #170 holding.
  • Olistico Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
  • Olistico Wealth's Vanguard Dividend Appreciation ETF position peaked at $1M in Q2 2023.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.