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Soltis Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Soltis Investment Advisors’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 		$284K Buy
1,199
+110
+10% +$25.3K 0.02% 510
2026
Q1 		$234K Buy
+1,089
New +$243K 0.01% 509
2025
Q4 		– Sell
-930
Closed -$201K – 552
2025
Q3 		$201K Buy
+930
New +$195K 0.01% 456
2024
Q2 		– Sell
-2,040
Closed -$373K – 346
2024
Q1 		$373K Buy
+2,040
New +$358K 0.04% 230

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Soltis Investment Advisors's VIG Position: Q2 2026 in Review

Soltis Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, buying an estimated $25.3K and bringing the position to 1,199 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #510.

Soltis Investment Advisors first reported a position in VIG in Q1 2024 and has held it in 4 quarters since. The position peaked at $373K in Q1 2024. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Soltis Investment Advisors held 1,199 shares of Vanguard Dividend Appreciation ETF worth $284K as of Q2 2026.
  • Soltis Investment Advisors bought 110 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $25.3K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #510 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $373K in Q1 2024.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.