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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Optivise Advisory Services's VIG Position: Q2 2026 in Review

Optivise Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.21% in Q2 2026, selling an estimated $459 and leaving 934 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #199.

Optivise Advisory Services first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $326K in Q4 2024. 1,032 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Optivise Advisory Services held 934 shares of Vanguard Dividend Appreciation ETF worth $221K as of Q2 2026.
Optivise Advisory Services sold 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #199 holding.
Optivise Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $326K in Q4 2024.
1,032 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.