Optima Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Optima Capital’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	$4.81M	Buy	20,337 +1,560	+8%	+$358K	1.9%	18
2026 Q1	$4.04M	Buy	18,777 +1,572	+9%	+$350K	1.87%	15
2025 Q4	$3.78M	Buy	17,205 +368	+2%	+$80.4K	1.64%	13
2025 Q3	$3.65M	Buy	16,837 +721	+4%	+$151K	1.77%	15
2025 Q2	$3.31M	Buy	16,116 +2,097	+15%	+$406K	1.78%	11
2025 Q1	$2.72M	Buy	14,019 +1,210	+9%	+$241K	1.73%	16
2024 Q4	$2.51M	Buy	+12,809	New	+$2.56M	1.73%	10

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Optima Capital's VIG Position: Q2 2026 in Review

Optima Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.3% in Q2 2026, buying an estimated $358K and bringing the position to 20,337 shares worth $4.81M. The position accounts for 1.9% of the portfolio, ranked #18.

Optima Capital first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Optima Capital held 20,337 shares of Vanguard Dividend Appreciation ETF worth $4.81M as of Q2 2026.
Optima Capital bought 1,560 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $358K.
Vanguard Dividend Appreciation ETF made up 1.9% of Optima Capital's portfolio in Q2 2026, its #18 holding.
Optima Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.