Silver Oak Wealth Advisors Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Silver Oak Wealth Advisors Services’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	$1.24M	Sell	5,221 -45	-0.9%	-$10.3K	0.74%	19
2026 Q1	$1.13M	Buy	5,266 +1	+0%	+$223	0.74%	19
2025 Q4	$1.16M	Buy	5,265 +9	+0.2%	+$1.97K	0.75%	20
2025 Q3	$1.13M	Sell	5,256 -1,285	-20%	-$270K	0.75%	20
2025 Q2	$1.34M	Buy	6,541 +33	+0.5%	+$6.4K	0.96%	16
2025 Q1	$1.26M	Sell	6,508 -104	-2%	-$20.7K	1.13%	16
2024 Q4	$1.29M	Buy	+6,612	New	+$1.32M	1.12%	14

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 Wealth Advisors Services's VIG Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.85% in Q2 2026, selling an estimated $10.3K and leaving 5,221 shares worth $1.24M. The position accounts for 0.74% of the portfolio, ranked #19.

Silver Oak Wealth Advisors Services first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Silver Oak Wealth Advisors Services held 5,221 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q2 2026.
Silver Oak Wealth Advisors Services sold 45 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Dividend Appreciation ETF made up 0.74% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #19 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Silver Oak Wealth Advisors Services's Vanguard Dividend Appreciation ETF position peaked at $1.34M in Q2 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.