Oxler Private Wealth
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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
Q3 		$4M Sell
17,124
-226
-1% -$54.3K 1.07% 20
2026
Q2 		$4.11M Sell
17,350
-1,438
-8% -$330K 1.17% 19
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Oxler Private Wealth's VIG Position: Q3 2026 in Review

Oxler Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q3 2026, selling an estimated $54.3K and leaving 17,124 shares worth $4M. The position accounts for 1.07% of the portfolio, ranked #20.

Oxler Private Wealth first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.1M in Q3 2024. 1,792 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Oxler Private Wealth held 17,124 shares of Vanguard Dividend Appreciation ETF worth $4M as of Q3 2026.
  • Oxler Private Wealth sold 226 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $54.3K.
  • Vanguard Dividend Appreciation ETF made up 1.07% of Oxler Private Wealth's portfolio in Q3 2026, its #20 holding.
  • Oxler Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $5.1M in Q3 2024.
  • 1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.