SilverOak Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SilverOak Wealth Management’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	$312K	Hold	1,318	–	–	0.04%	104
2026 Q1	$283K	Hold	1,318	–	–	0.04%	100
2025 Q4	$290K	Sell	1,318 -494	-27%	-$108K	0.05%	98
2025 Q3	$391K	Buy	+1,812	New	+$381K	0.07%	77

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

SilverOak Wealth Management's VIG Position: Q2 2026 in Review

SilverOak Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,318 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #104.

SilverOak Wealth Management first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $391K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SilverOak Wealth Management held 1,318 shares of Vanguard Dividend Appreciation ETF worth $312K as of Q2 2026.
SilverOak Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #104 holding.
SilverOak Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
SilverOak Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $391K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.