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SkyOak Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SkyOak Wealth’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 		$7.85M Sell
33,160
-116
-0.3% -$26.6K 1.28% 23
2026
Q1 		$7.16M Sell
33,276
-15
-0% -$3.34K 1.31% 18
2025
Q4 		$7.32M Sell
33,291
-86
-0.3% -$18.8K 1.32% 20
2025
Q3 		$7.2M Sell
33,377
-466
-1% -$97.9K 1.36% 20
2025
Q2 		$6.93M Hold
33,843
– – 1.39% 20
2025
Q1 		$6.57M Buy
33,843
+982
+3% +$195K 1.44% 18
2024
Q4 		$6.44M Buy
32,861
+1,026
+3% +$205K 1.38% 21
2024
Q3 		$6.31M Buy
31,835
+345
+1% +$65.7K 1.4% 17
2024
Q2 		$5.75M Buy
31,490
+647
+2% +$116K 1.34% 19
2024
Q1 		$5.63M Buy
30,843
+265
+0.9% +$46.6K 1.35% 19
2023
Q4 		$5.21M Buy
30,578
+790
+3% +$127K 1.36% 19
2023
Q3 		$4.63M Sell
29,788
-555
-2% -$90K 1.35% 18
2023
Q2 		$4.93M Buy
30,343
+407
+1% +$63.7K 1.39% 18
2023
Q1 		$4.61M Sell
29,936
-323
-1% -$49.5K 1.41% 16
2022
Q4 		$4.59M Buy
30,259
+839
+3% +$125K 1.54% 15
2022
Q3 		$3.98M Sell
29,420
-898
-3% -$134K 1.42% 16
2022
Q2 		$4.35M Buy
30,318
+964
+3% +$147K 1.49% 14
2022
Q1 		$4.76M Buy
29,354
+1,618
+6% +$261K 1.32% 17
2021
Q4 		$4.76M Buy
27,736
+678
+3% +$112K 1.21% 22
2021
Q3 		$4.16M Buy
27,058
+411
+2% +$65.5K 1.12% 23
2021
Q2 		$4.13M Sell
26,647
-73
-0.3% -$11.2K 1.1% 22
2021
Q1 		$4.07M Buy
26,720
+48
+0.2% +$6.83K 1.13% 21
2020
Q4 		$3.77M Sell
26,672
-29
-0.1% -$3.93K 1.17% 20
2020
Q3 		$3.44M Sell
26,701
-3,759
-12% -$473K 1.24% 18
2020
Q2 		$3.57M Buy
30,460
+23,906
+365% +$2.72M 1.32% 16
2020
Q1 		$678K Sell
6,554
-489
-7% -$58.4K 0.35% 70
2019
Q4 		$878K Buy
+7,043
New +$852K 0.27% 82

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

SkyOak Wealth's VIG Position: Q2 2026 in Review

SkyOak Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q2 2026, selling an estimated $26.6K and leaving 33,160 shares worth $7.85M. The position accounts for 1.28% of the portfolio, ranked #23.

SkyOak Wealth first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • SkyOak Wealth held 33,160 shares of Vanguard Dividend Appreciation ETF worth $7.85M as of Q2 2026.
  • SkyOak Wealth sold 116 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.6K.
  • Vanguard Dividend Appreciation ETF made up 1.28% of SkyOak Wealth's portfolio in Q2 2026, its #23 holding.
  • SkyOak Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.