Silver Oak Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Silver Oak Securities’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	$807K	Buy	3,409 +94	+3%	+$21.6K	0.05%	335
2026 Q1	$713K	Buy	3,315 +33	+1%	+$7.36K	0.05%	341
2025 Q4	$727K	Sell	3,282 -289	-8%	-$63.1K	0.05%	357
2025 Q3	$771K	Sell	3,571 -81	-2%	-$17K	0.06%	321
2025 Q2	$748K	Buy	3,652 +259	+8%	+$50.2K	0.06%	317
2025 Q1	$651K	Buy	3,393 +556	+20%	+$111K	0.06%	317
2024 Q4	$556K	Buy	2,837 +699	+33%	+$140K	0.05%	352
2024 Q3	$422K	Buy	2,138 +861	+67%	+$164K	0.04%	356
2024 Q2	$233K	Buy	1,277 +17	+1%	+$3.06K	0.04%	347
2024 Q1	$230K	Sell	1,260 -8,163	-87%	-$1.43M	0.04%	350
2023 Q4	$1.61M	Buy	9,423 +6,595	+233%	+$1.06M	0.22%	105
2023 Q3	$439K	Sell	2,828 -4,183	-60%	-$678K	0.1%	173
2023 Q2	$1.14M	Buy	7,011 +5,534	+375%	+$867K	0.18%	111
2023 Q1	$227K	Sell	1,477 -330	-18%	-$50.6K	0.04%	344
2022 Q4	$274K	Sell	1,807 -1,021	-36%	-$152K	0.05%	243
2022 Q3	$439K	Buy	2,828 +616	+28%	+$91.7K	0.1%	173
2022 Q2	$329K	Sell	2,212 -26,393	-92%	-$4.02M	0.07%	187
2022 Q1	$4.65M	Buy	+28,605	New	+$4.62M	0.94%	19

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

Silver Oak Securities's VIG Position: Q2 2026 in Review

Silver Oak Securities increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,409 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #335.

Silver Oak Securities first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.65M in Q1 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Silver Oak Securities held 3,409 shares of Vanguard Dividend Appreciation ETF worth $807K as of Q2 2026.
Silver Oak Securities bought 94 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $21.6K.
Vanguard Dividend Appreciation ETF made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #335 holding.
Silver Oak Securities first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
Silver Oak Securities's Vanguard Dividend Appreciation ETF position peaked at $4.65M in Q1 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.