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

Realta 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 		$2.17M Buy
9,176
+358
+4% +$82.2K 0.67% 37
2026
Q1 		$1.9M Buy
8,818
+351
+4% +$78.2K 0.66% 40
2025
Q4 		$1.86M Sell
8,467
-7
-0.1% -$1.53K 0.61% 41
2025
Q3 		$1.83M Sell
8,474
-557
-6% -$117K 0.61% 41
2025
Q2 		$1.85M Sell
9,031
-17
-0.2% -$3.29K 0.73% 34
2025
Q1 		$1.76M Buy
9,048
+1,079
+14% +$215K 0.8% 30
2024
Q4 		$1.56M Buy
7,969
+5,430
+214% +$1.08M 0.64% 39
2024
Q3 		$511K Sell
2,539
-595
-19% -$113K 0.24% 106
2024
Q2 		$572K Sell
3,134
-96
-3% -$17.3K 0.11% 205
2024
Q1 		$590K Sell
3,230
-564
-15% -$99.1K 0.12% 204
2023
Q4 		$647K Buy
3,794
+106
+3% +$17.1K 0.15% 175
2023
Q3 		$599K Hold
3,688
– – 0.14% 171
2023
Q2 		$599K Buy
3,688
+62
+2% +$9.71K 0.13% 183
2023
Q1 		$558K Sell
3,626
-130
-3% -$19.9K 0.14% 192
2022
Q4 		$570K Sell
3,756
-121
-3% -$18K 0.14% 178
2022
Q3 		$524K Sell
3,877
-28
-0.7% -$4.17K 0.14% 185
2022
Q2 		$566K Sell
3,905
-2,560
-40% -$390K 0.14% 170
2022
Q1 		$1.05M Sell
6,465
-2,161
-25% -$349K 0.21% 108
2021
Q4 		$1.48M Sell
8,626
-491
-5% -$80.9K 0.33% 69
2021
Q3 		$1.4M Buy
9,117
+343
+4% +$54.7K 0.33% 65
2021
Q2 		$1.36M Buy
8,774
+572
+7% +$87.8K 0.32% 68
2021
Q1 		$1.21M Buy
8,202
+4,772
+139% +$679K 0.32% 78
2020
Q4 		$484K Buy
3,430
+181
+6% +$24.5K 0.14% 170
2020
Q3 		$418K Buy
3,249
+450
+16% +$56.6K 0.14% 178
2020
Q2 		$328K Buy
2,799
+519
+23% +$59.1K 0.11% 233
2020
Q1 		$236K Buy
2,280
+276
+14% +$32.9K 0.1% 234
2019
Q4 		$246K Buy
2,004
+360
+22% +$43.6K 0.07% 295
2019
Q3 		$196K Sell
1,644
-1,922
-54% -$227K 0.05% 332
2019
Q2 		$410K Buy
3,566
+2,215
+164% +$248K 0.11% 202
2019
Q1 		$148K Buy
+1,351
New +$142K 0.07% 327

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Realta Investment Advisors's VIG Position: Q2 2026 in Review

Realta Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.1% in Q2 2026, buying an estimated $82.2K and bringing the position to 9,176 shares worth $2.17M. The position accounts for 0.67% of the portfolio, ranked #37.

Realta Investment Advisors first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Realta Investment Advisors held 9,176 shares of Vanguard Dividend Appreciation ETF worth $2.17M as of Q2 2026.
  • Realta Investment Advisors bought 358 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $82.2K.
  • Vanguard Dividend Appreciation ETF made up 0.67% of Realta Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Realta Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.