Olistico Wealth
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
Q3 		$47.7K Hold
205
– – 0.02% 164
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Olistico Wealth's VIG Position: Q3 2026 in Review

Olistico Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 205 shares worth $47.7K. The position accounts for 0.02% of the portfolio, ranked #164.

Olistico Wealth first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q2 2023. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Olistico Wealth held 205 shares of Vanguard Dividend Appreciation ETF worth $47.7K as of Q3 2026.
  • Olistico Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #164 holding.
  • Olistico Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Vanguard Dividend Appreciation ETF position peaked at $1M in Q2 2023.
  • 936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.