Oliver Lagore Vanvalin Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$18.8K	Buy	+97	New	+$18.8K	0.01%	353
2024 Q3	–	Sell	-25	Closed	-$4.56K	–	770
2024 Q2	$4.56K	Buy	25 +15	+150%	+$2.7K	﹤0.01%	513
2024 Q1	$1.83K	Hold	10	–	–	﹤0.01%	625
2023 Q4	$1.7K	Hold	10	–	–	﹤0.01%	642
2023 Q3	$1.55K	Hold	10	–	–	﹤0.01%	718
2023 Q2	$1.62K	Buy	+10	New	+$1.57K	﹤0.01%	667
2022 Q2	–	Sell	-87	Closed	-$14K	–	713
2022 Q1	$14K	Buy	+87	New	+$14K	0.01%	299

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VIG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2025: 97 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VIG as recently as Q2 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VIG in Q1 2022 and has held it in 7 quarters since. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 97 shares of Vanguard Dividend Appreciation ETF worth $18.8K as of Q2 2025.
Vanguard Dividend Appreciation ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Dividend Appreciation ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #353 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 7 quarters since.
2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.