Vista Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $680K | Sell |
2,872
-13
| -0.5% | -$2.98K | 0.2% | 113 |
|
|
2026
Q1 | $620K | Sell |
2,885
-70
| -2% | -$15.6K | 0.21% | 111 |
|
|
2025
Q4 | $649K | Sell |
2,955
-72
| -2% | -$15.7K | 0.21% | 108 |
|
|
2025
Q3 | $653K | Sell |
3,027
-1
| -0% | -$210 | 0.23% | 106 |
|
|
2025
Q2 | $620K | Sell |
3,028
-2
| -0.1% | -$388 | 0.23% | 108 |
|
|
2025
Q1 | $588K | Sell |
3,030
-20
| -0.7% | -$3.98K | 0.23% | 110 |
|
|
2024
Q4 | $597K | Sell |
3,050
-108
| -3% | -$21.6K | 0.23% | 111 |
|
|
2024
Q3 | $625K | Sell |
3,158
-4
| -0.1% | -$762 | 0.24% | 105 |
|
|
2024
Q2 | $577K | Sell |
3,162
-19
| -0.6% | -$3.42K | 0.23% | 105 |
|
|
2024
Q1 | $581K | Buy |
3,181
+1
| +0% | +$176 | 0.24% | 113 |
|
|
2023
Q4 | $542K | Hold |
3,180
| – | – | 0.25% | 108 |
|
|
2023
Q3 | $494K | Sell |
3,180
-12
| -0.4% | -$1.95K | 0.26% | 109 |
|
|
2023
Q2 | $518K | Sell |
3,192
-41
| -1% | -$6.42K | 0.26% | 109 |
|
|
2023
Q1 | $498K | Sell |
3,233
-68
| -2% | -$10.4K | 0.26% | 110 |
|
|
2022
Q4 | $501K | Buy |
3,301
+21
| +0.6% | +$3.13K | 0.29% | 105 |
|
|
2022
Q3 | $443K | Sell |
3,280
-77
| -2% | -$11.5K | 0.27% | 108 |
|
|
2022
Q2 | $482K | Buy |
3,357
+27
| +0.8% | +$4.11K | 0.29% | 102 |
|
|
2022
Q1 | $540K | Buy |
3,330
+2
| +0.1% | +$323 | 0.3% | 96 |
|
|
2021
Q4 | $572K | Sell |
3,328
-21
| -0.6% | -$3.46K | 0.31% | 89 |
|
|
2021
Q3 | $514K | Sell |
3,349
-10
| -0.3% | -$1.59K | 0.3% | 91 |
|
|
2021
Q2 | $520K | Sell |
3,359
-37
| -1% | -$5.68K | 0.31% | 93 |
|
|
2021
Q1 | $500K | Sell |
3,396
-20
| -0.6% | -$2.85K | 0.31% | 95 |
|
|
2020
Q4 | $482K | Sell |
3,416
-23
| -0.7% | -$3.12K | 0.32% | 88 |
|
|
2020
Q3 | $442K | Sell |
3,439
-22
| -0.6% | -$2.77K | 0.34% | 87 |
|
|
2020
Q2 | $406K | Sell |
3,461
-120
| -3% | -$13.7K | 0.35% | 88 |
|
|
2020
Q1 | $370K | Sell |
3,581
-11,390
| -76% | -$1.36M | 0.38% | 80 |
|
|
2019
Q4 | $1.87M | Buy |
14,971
+204
| +1% | +$24.7K | 1.4% | 19 |
|
|
2019
Q3 | $1.77M | Sell |
14,767
-593
| -4% | -$70K | 1.46% | 21 |
|
|
2019
Q2 | $1.77M | Sell |
15,360
-41
| -0.3% | -$4.6K | 1.5% | 21 |
|
|
2019
Q1 | $1.69M | Sell |
15,401
-21
| -0.1% | -$2.21K | 1.48% | 21 |
|
|
2018
Q4 | $1.51M | Buy |
15,422
+100
| +0.7% | +$10.4K | 1.56% | 16 |
|
|
2018
Q3 | $1.7M | Sell |
15,322
-117
| -0.8% | -$12.6K | 1.5% | 12 |
|
|
2018
Q2 | $1.57M | Sell |
15,439
-133
| -0.9% | -$13.6K | 1.53% | 10 |
|
|
2018
Q1 | $1.57M | Sell |
15,572
-118
| -0.8% | -$12.2K | 1.65% | 9 |
|
|
2017
Q4 | $1.6M | Buy |
+15,690
| New | +$1.54M | 1.67% | 11 |
|
Other funds holding VIG
HWM
Vista Investment Management's VIG Position: Q2 2026 in Review
Vista Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.45% in Q2 2026, selling an estimated $2.98K and leaving 2,872 shares worth $680K. The position accounts for 0.2% of the portfolio, ranked #113.
Vista Investment Management first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.87M in Q4 2019. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Vista Investment Management held 2,872 shares of Vanguard Dividend Appreciation ETF worth $680K as of Q2 2026.
- Vista Investment Management sold 13 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.98K.
- Vanguard Dividend Appreciation ETF made up 0.2% of Vista Investment Management's portfolio in Q2 2026, its #113 holding.
- Vista Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
- Vista Investment Management's Vanguard Dividend Appreciation ETF position peaked at $1.87M in Q4 2019.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.