Oxford Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Oxford Financial 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
2026 Q1	$693K	Sell	3,221 -60	-2%	-$13.4K	0.04%	132
2025 Q4	$721K	Buy	3,281 +403	+14%	+$88.1K	0.04%	114
2025 Q3	$621K	Sell	2,878 -400	-12%	-$84K	0.04%	125
2025 Q2	$671K	Hold	3,278	–	–	0.04%	108
2025 Q1	$636K	Hold	3,278	–	–	0.04%	109
2024 Q4	$642K	Hold	3,278	–	–	0.04%	116
2024 Q3	$649K	Hold	3,278	–	–	0.04%	115
2024 Q2	$598K	Hold	3,278	–	–	0.04%	132
2024 Q1	$599K	Hold	3,278	–	–	0.04%	115
2023 Q4	$559K	Hold	3,278	–	–	0.04%	127
2023 Q3	$509K	Hold	3,278	–	–	0.04%	124
2023 Q2	$532K	Buy	3,278 +1,305	+66%	+$204K	0.05%	130
2023 Q1	$304K	Hold	1,973	–	–	0.03%	148
2022 Q4	$300K	Sell	1,973 -146	-7%	-$21.8K	0.03%	156
2022 Q3	$286K	Sell	2,119 -105	-5%	-$15.6K	0.04%	141
2022 Q2	$319K	Hold	2,224	–	–	0.05%	145
2022 Q1	$361K	Buy	+2,224	New	+$359K	0.05%	143

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxford Financial Group's VIG Position: Q1 2026 in Review

Oxford Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $13.4K and leaving 3,221 shares worth $693K. The position accounts for 0.04% of the portfolio, ranked #132.

Oxford Financial Group first reported a position in VIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $721K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Oxford Financial Group held 3,221 shares of Vanguard Dividend Appreciation ETF worth $693K as of Q1 2026.
Oxford Financial Group sold 60 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $13.4K.
Vanguard Dividend Appreciation ETF made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #132 holding.
Oxford Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 17 quarters since.
Oxford Financial Group's Vanguard Dividend Appreciation ETF position peaked at $721K in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.