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Sloy Dahl & Holst’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sloy Dahl & Holst’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 		$8.19M Buy
34,603
+108
+0.3% +$24.8K 1.01% 12
2026
Q1 		$7.42M Sell
34,495
-396
-1% -$88.3K 1.02% 12
2025
Q4 		$7.67M Sell
34,891
-175
-0.5% -$38.2K 0.92% 13
2025
Q3 		$7.57M Buy
35,066
+212
+0.6% +$44.5K 0.8% 14
2025
Q2 		$7.13M Buy
34,854
+321
+0.9% +$62.2K 0.99% 15
2025
Q1 		$6.7M Sell
34,533
-46
-0.1% -$9.15K 1.17% 12
2024
Q4 		$6.77M Buy
34,579
+180
+0.5% +$35.9K 0.86% 10
2024
Q3 		$6.81M Buy
34,399
+372
+1% +$70.8K 1.16% 9
2024
Q2 		$6.21M Buy
34,027
+134
+0.4% +$24.1K 1.3% 7
2024
Q1 		$6.19M Buy
33,893
+1,017
+3% +$179K 1.46% 7
2023
Q4 		$5.6M Buy
32,876
+1,259
+4% +$203K 1.15% 7
2023
Q3 		$4.91M Buy
31,617
+329
+1% +$53.3K 1.07% 6
2023
Q2 		$5.08M Sell
31,288
-350
-1% -$54.8K 0.93% 6
2023
Q1 		$4.87M Buy
31,638
+545
+2% +$83.5K 1.1% 5
2022
Q4 		$4.72M Sell
31,093
-298
-0.9% -$44.4K 1.65% 6
2022
Q3 		$4.24M Buy
31,391
+315
+1% +$46.9K 0.9% 10
2022
Q2 		$4.46M Buy
31,076
+206
+0.7% +$31.4K 1.06% 10
2022
Q1 		$5.01M Buy
30,870
+2,805
+10% +$453K 0.83% 10
2021
Q4 		$4.31M Hold
28,065
– – 0.92% 15
2021
Q3 		$4.31M Buy
28,065
+1,601
+6% +$255K 0.92% 15
2021
Q2 		$4.1M Buy
26,464
+1,728
+7% +$265K 0.55% 18
2021
Q1 		$3.64M Buy
24,736
+8,434
+52% +$1.2M 0.52% 16
2020
Q4 		$2.06M Sell
16,302
-2,272
-12% -$308K 0.99% 12
2020
Q3 		$2.46M Buy
18,574
+722
+4% +$90.8K 0.94% 12
2020
Q2 		$2.09M Sell
17,852
-965
-5% -$110K 0.99% 9
2020
Q1 		$1.95M Buy
18,817
+2,515
+15% +$300K 1.48% 9
2019
Q4 		$2.03M Buy
+16,302
New +$1.97M 1.89% 8

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

Sloy Dahl & Holst's VIG Position: Q2 2026 in Review

Sloy Dahl & Holst increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.31% in Q2 2026, buying an estimated $24.8K and bringing the position to 34,603 shares worth $8.19M. The position accounts for 1.01% of the portfolio, ranked #12.

Sloy Dahl & Holst 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.

  • Sloy Dahl & Holst held 34,603 shares of Vanguard Dividend Appreciation ETF worth $8.19M as of Q2 2026.
  • Sloy Dahl & Holst bought 108 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $24.8K.
  • Vanguard Dividend Appreciation ETF made up 1.01% of Sloy Dahl & Holst's portfolio in Q2 2026, its #12 holding.
  • Sloy Dahl & Holst 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 Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.