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Sonoma Allocations’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sonoma Allocations’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 		$346K Sell
1,455
-226
-13% -$51.9K 0.11% 96
2026
Q1 		$364K Sell
1,681
-15
-0.9% -$3.34K 0.13% 114
2025
Q4 		$383K Buy
1,696
+341
+25% +$74.5K 0.13% 94
2025
Q3 		$291K Buy
+1,355
New +$285K 0.11% 103

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Sonoma Allocations's VIG Position: Q2 2026 in Review

Sonoma Allocations reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $51.9K and leaving 1,455 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #96.

Sonoma Allocations first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q4 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sonoma Allocations held 1,455 shares of Vanguard Dividend Appreciation ETF worth $346K as of Q2 2026.
  • Sonoma Allocations sold 226 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51.9K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Sonoma Allocations's portfolio in Q2 2026, its #96 holding.
  • Sonoma Allocations first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's Vanguard Dividend Appreciation ETF position peaked at $383K in Q4 2025.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.