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Oxler Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Oxler Private Wealth’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 		$4.04M Sell
18,788
-1,025
-5% -$229K 1.26% 19
2025
Q4 		$4.35M Sell
19,813
-1,274
-6% -$278K 1.26% 17
2025
Q3 		$4.55M Sell
21,087
-1,549
-7% -$325K 1.32% 15
2025
Q2 		$4.63M Sell
22,636
-2,514
-10% -$487K 1.46% 16
2025
Q1 		$4.88M Sell
25,150
-479
-2% -$95.2K 1.71% 19
2024
Q4 		$5.02M Sell
25,629
-101
-0.4% -$20.2K 1.65% 17
2024
Q3 		$5.1M Sell
25,730
-406
-2% -$77.3K 1.78% 18
2024
Q2 		$4.77M Sell
26,136
-165
-0.6% -$29.7K 1.77% 17
2024
Q1 		$4.8M Sell
26,301
-193
-0.7% -$33.9K 1.88% 15
2023
Q4 		$4.51M Buy
26,494
+136
+0.5% +$21.9K 3.75% 9
2023
Q3 		$4.1M Sell
26,358
-1,502
-5% -$243K 2.06% 12
2023
Q2 		$4.52M Sell
27,860
-570
-2% -$89.3K 2.15% 12
2023
Q1 		$4.38M Buy
28,430
+1,725
+6% +$264K 2.16% 11
2022
Q4 		$4.06M Sell
26,705
-601
-2% -$89.6K 2.18% 9
2022
Q3 		$3.7M Buy
27,306
+40
+0.1% +$5.95K 2.07% 10
2022
Q2 		$3.91M Buy
27,266
+94
+0.3% +$14.3K 1.88% 13
2022
Q1 		$4.41M Buy
27,172
+552
+2% +$89.1K 1.99% 12
2021
Q4 		$4.57M Buy
26,620
+305
+1% +$50.3K 1.89% 12
2021
Q3 		$4.1M Buy
26,315
+1,047
+4% +$167K 1.81% 12
2021
Q2 		$3.91M Buy
25,268
+14,602
+137% +$2.24M 1.7% 14
2021
Q1 		$1.57M Buy
10,666
+9,121
+590% +$1.3M 0.79% 37
2020
Q4 		$213K Buy
+1,545
New +$209K 0.12% 99

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxler Private Wealth's VIG Position: Q1 2026 in Review

Oxler Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q1 2026, selling an estimated $229K and leaving 18,788 shares worth $4.04M. The position accounts for 1.26% of the portfolio, ranked #19.

Oxler Private Wealth first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.1M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Oxler Private Wealth held 18,788 shares of Vanguard Dividend Appreciation ETF worth $4.04M as of Q1 2026.
  • Oxler Private Wealth sold 1,025 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $229K.
  • Vanguard Dividend Appreciation ETF made up 1.26% of Oxler Private Wealth's portfolio in Q1 2026, its #19 holding.
  • Oxler Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $5.1M in Q3 2024.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.