Pin Oak Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pin Oak Investment Advisors’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	$35K	Sell	150 -219	-59%	-$50.3K	0.02%	252
2026 Q1	$79K	Hold	369	–	–	0.06%	167
2025 Q4	$85K	Sell	369 -836	-69%	-$183K	0.06%	162
2025 Q3	$261K	Hold	1,205	–	–	0.19%	90
2025 Q2	$233K	Hold	1,205	–	–	0.2%	80
2025 Q1	$231K	Hold	1,205	–	–	0.18%	86
2024 Q4	$239K	Hold	1,205	–	–	0.22%	73
2024 Q3	$238K	Hold	1,205	–	–	0.22%	74
2024 Q2	$220K	Hold	1,205	–	–	0.21%	72
2024 Q1	$220K	Sell	1,205 -140	-10%	-$24.6K	0.21%	83
2023 Q4	$229K	Hold	1,345	–	–	0.23%	72
2023 Q3	$210K	Hold	1,345	–	–	0.24%	69
2023 Q2	$220K	Hold	1,345	–	–	0.24%	72
2023 Q1	$207K	Hold	1,345	–	–	0.26%	72
2022 Q4	$204K	Hold	1,345	–	–	0.25%	70
2022 Q3	$182K	Hold	1,345	–	–	0.23%	71
2022 Q2	$193K	Hold	1,345	–	–	0.24%	71
2022 Q1	$218K	Hold	1,345	–	–	0.23%	74
2021 Q4	$231K	Hold	1,345	–	–	0.23%	71
2021 Q3	$207K	Hold	1,345	–	–	0.23%	73
2021 Q2	$208K	Hold	1,345	–	–	0.21%	77
2021 Q1	$198K	Sell	1,345 -100	-7%	-$14.2K	0.17%	97
2020 Q4	$204K	Hold	1,445	–	–	0.17%	98
2020 Q3	$186K	Sell	1,445 -804	-36%	-$101K	0.18%	98
2020 Q2	$264K	Sell	2,249 -1,372	-38%	-$156K	0.25%	78
2020 Q1	$374K	Sell	3,621 -717	-17%	-$85.6K	0.39%	58
2019 Q4	$541K	Sell	4,338 -82	-2%	-$9.92K	0.43%	53
2019 Q3	$529K	Hold	4,420	–	–	0.43%	55
2019 Q2	$509K	Hold	4,420	–	–	0.4%	62
2019 Q1	$485K	Sell	4,420 -2,210	-33%	-$233K	0.39%	63
2018 Q4	$649K	Hold	6,630	–	–	0.57%	56
2018 Q3	$734K	Sell	6,630 -320	-5%	-$34.4K	0.55%	52
2018 Q2	$706K	Sell	6,950 -1,484	-18%	-$151K	0.52%	56
2018 Q1	$852K	Sell	8,434 -1,464	-15%	-$152K	0.69%	47
2017 Q4	$1.01M	Buy	+9,898	New	+$975K	0.78%	46

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Pin Oak Investment Advisors's VIG Position: Q2 2026 in Review

Pin Oak Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 59% in Q2 2026, selling an estimated $50.3K and leaving 150 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #252.

Pin Oak Investment Advisors first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.01M in Q4 2017. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pin Oak Investment Advisors held 150 shares of Vanguard Dividend Appreciation ETF worth $35K as of Q2 2026.
Pin Oak Investment Advisors sold 219 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $50.3K.
Vanguard Dividend Appreciation ETF made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #252 holding.
Pin Oak Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
Pin Oak Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.01M in Q4 2017.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.