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Optimus Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Optimus Capital Advisors’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 		$256K Sell
1,081
-1
-0.1% -$230 0.14% 40
2026
Q1 		$233K Buy
+1,082
New +$241K 0.14% 31

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optimus Capital Advisors's VIG Position: Q2 2026 in Review

Optimus Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q2 2026, selling an estimated $230 and leaving 1,081 shares worth $256K. The position accounts for 0.14% of the portfolio, ranked #40.

Optimus Capital Advisors first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Optimus Capital Advisors held 1,081 shares of Vanguard Dividend Appreciation ETF worth $256K as of Q2 2026.
  • Optimus Capital Advisors sold 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Optimus Capital Advisors's portfolio in Q2 2026, its #40 holding.
  • Optimus Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.