Optivise Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Optivise Advisory Services’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	$216K	Sell	925 -9	-1%	-$2.16K	0.11%	208
2026 Q2	$221K	Sell	934 -2	-0.2%	-$459	0.11%	199
2026 Q1	$201K	Sell	936 -2	-0.2%	-$446	0.12%	180
2025 Q4	$206K	Buy	938 +1	+0.1%	+$218	0.12%	192
2025 Q3	$202K	Sell	937 -473	-34%	-$99.3K	0.12%	190
2025 Q2	$289K	Hold	1,410	–	–	0.15%	142
2025 Q1	$274K	Sell	1,410 -255	-15%	-$50.7K	0.15%	137
2024 Q4	$326K	Buy	1,665 +103	+7%	+$20.6K	0.18%	116
2024 Q3	$309K	Buy	1,562 +69	+5%	+$13.1K	0.16%	117
2024 Q2	$273K	Buy	+1,493	New	+$269K	0.15%	139

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Optivise Advisory Services's VIG Position: Q3 2026 in Review

Optivise Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.96% in Q3 2026, selling an estimated $2.16K and leaving 925 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #208.

Optivise Advisory Services first reported a position in VIG in Q2 2024 and has held it in 10 quarters since. The position peaked at $326K in Q4 2024. 1,509 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Optivise Advisory Services held 925 shares of Vanguard Dividend Appreciation ETF worth $216K as of Q3 2026.
Optivise Advisory Services sold 9 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $2.16K.
Vanguard Dividend Appreciation ETF made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #208 holding.
Optivise Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $326K in Q4 2024.
1,509 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.