San Luis Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

San Luis Wealth 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	$6.37M	Sell	26,914 -2,097	-7%	-$482K	0.96%	35
2026 Q1	$6.24M	Sell	29,011 -23,469	-45%	-$5.23M	1.03%	32
2025 Q4	$11.5M	Buy	52,480 +5,500	+12%	+$1.2M	1.93%	13
2025 Q3	$10.1M	Buy	46,980 +5,782	+14%	+$1.21M	1.83%	14
2025 Q2	$8.43M	Buy	41,198 +4,276	+12%	+$829K	1.81%	13
2025 Q1	$7.16M	Buy	36,922 +1,479	+4%	+$294K	1.62%	15
2024 Q4	$6.94M	Buy	35,443 +3,519	+11%	+$703K	1.31%	18
2024 Q3	$6.32M	Buy	31,924 +2,162	+7%	+$412K	1.31%	18
2024 Q2	$5.43M	Buy	+29,762	New	+$5.36M	1.31%	18
2023 Q3	–	Sell	-20,155	Closed	-$3.27M	–	158
2023 Q2	$3.27M	Sell	20,155 -2,738	-12%	-$429K	1.16%	19
2023 Q1	$3.53M	Buy	+22,893	New	+$3.51M	1.35%	16
2022 Q2	–	Sell	-57,178	Closed	-$9.82M	–	406
2022 Q1	$9.82M	Buy	+57,178	New	+$9.22M	4.8%	3
2021 Q4	–	Sell	-35,744	Closed	-$5.49M	–	157
2021 Q3	$5.49M	Buy	+35,744	New	+$5.7M	3.06%	6
2020 Q4	$5.89M	Buy	+41,709	New	+$5.65M	3.8%	4

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

San Luis Wealth Advisors's VIG Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.2% in Q2 2026, selling an estimated $482K and leaving 26,914 shares worth $6.37M. The position accounts for 0.96% of the portfolio, ranked #35.

San Luis Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 14 quarters since. The position peaked at $11.5M in Q4 2025. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

San Luis Wealth Advisors held 26,914 shares of Vanguard Dividend Appreciation ETF worth $6.37M as of Q2 2026.
San Luis Wealth Advisors sold 2,097 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $482K.
Vanguard Dividend Appreciation ETF made up 0.96% of San Luis Wealth Advisors's portfolio in Q2 2026, its #35 holding.
San Luis Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $11.5M in Q4 2025.
533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.