VVP
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Venture Visionary Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Venture Visionary Partners’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Buy
27,010
+3,953
+17% +$292K 0.06% 242
2026
Q1 		$1.62M Buy
23,057
+541
+2% +$38.8K 0.05% 254
2025
Q4 		$1.56M Buy
22,516
+7,768
+53% +$534K 0.05% 257
2025
Q3 		$1M Buy
14,748
+1,259
+9% +$83.2K 0.03% 296
2025
Q2 		$862K Buy
13,489
+1,864
+16% +$114K 0.03% 302
2025
Q1 		$718K Buy
11,625
+262
+2% +$16.4K 0.03% 322
2024
Q4 		$697K Buy
11,363
+313
+3% +$19.7K 0.03% 313
2024
Q3 		$693K Hold
11,050
– – 0.03% 323
2024
Q2 		$637K Sell
11,050
-170
-2% -$9.71K 0.03% 337
2024
Q1 		$651K Buy
11,220
+53
+0.5% +$2.94K 0.03% 330
2023
Q4 		$601K Buy
11,167
+169
+2% +$8.57K 0.03% 327
2023
Q3 		$545K Buy
10,998
+2,486
+29% +$129K 0.03% 315
2023
Q2 		$439K Hold
8,512
– – 0.03% 367
2023
Q1 		$426K Hold
8,512
– – 0.03% 353
2022
Q4 		$426K Hold
8,512
– – 0.03% 342
2022
Q3 		$378K Hold
8,512
– – 0.03% 338
2022
Q2 		$406K Hold
8,512
– – 0.03% 333
2022
Q1 		$454K Sell
8,512
-200
-2% -$10.7K 0.03% 338
2021
Q4 		$484K Hold
8,712
– – 0.03% 331
2021
Q3 		$437K Buy
+8,712
New +$451K 0.03% 344

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Venture Visionary Partners's DGRO Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q2 2026, buying an estimated $292K and bringing the position to 27,010 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #242.

Venture Visionary Partners first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Venture Visionary Partners held 27,010 shares of iShares Core Dividend Growth ETF worth $2.05M as of Q2 2026.
  • Venture Visionary Partners bought 3,953 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $292K.
  • iShares Core Dividend Growth ETF made up 0.06% of Venture Visionary Partners's portfolio in Q2 2026, its #242 holding.
  • Venture Visionary Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.