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West Oak Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

West Oak Capital’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
2025
Q3 		$529K Sell
2,450
-675
-22% -$142K 0.21% 73
2025
Q2 		$640K Buy
3,125
+100
+3% +$19.4K 0.25% 72
2025
Q1 		$587K Sell
3,025
-100
-3% -$19.9K 0.23% 74
2024
Q4 		$612K Sell
3,125
-125
-4% -$25K 0.22% 73
2024
Q3 		$644K Hold
3,250
– – 0.12% 72
2024
Q2 		$593K Buy
3,250
+225
+7% +$40.5K 0.24% 70
2024
Q1 		$552K Buy
3,025
+150
+5% +$26.4K 0.23% 73
2023
Q4 		$490K Hold
2,875
– – 0.23% 77
2023
Q3 		$447K Buy
2,875
+250
+10% +$40.5K 0.22% 78
2023
Q2 		$426K Hold
2,625
– – 0.21% 84
2023
Q1 		$404K Hold
2,625
– – 0.2% 86
2022
Q4 		$399K Buy
2,625
+350
+15% +$52.2K 0.21% 85
2022
Q3 		$307K Sell
2,275
-325
-13% -$48.4K 0.17% 97
2022
Q2 		$373K Buy
2,600
+250
+11% +$38K 0.2% 92
2022
Q1 		$381K Sell
2,350
-350
-13% -$56.5K 0.17% 98
2021
Q4 		$464K Buy
2,700
+500
+23% +$82.4K 0.17% 92
2021
Q3 		$338K Buy
2,200
+1,025
+87% +$163K 0.13% 105
2021
Q2 		$182K Buy
1,175
+400
+52% +$61.4K 0.07% 130
2021
Q1 		$114K Buy
775
+200
+35% +$28.5K 0.05% 146
2020
Q4 		$81K Buy
575
+375
+188% +$50.8K 0.04% 160
2020
Q3 		$26K Hold
200
– – 0.01% 185
2020
Q2 		$23K Hold
200
– – 0.01% 200
2020
Q1 		$21K Hold
200
– – 0.01% 193
2019
Q4 		$25K Buy
+200
New +$24.2K 0.01% 203

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

West Oak Capital's VIG Position: Q3 2025 in Review

West Oak Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q3 2025, selling an estimated $142K and leaving 2,450 shares worth $529K. The position accounts for 0.21% of the portfolio, ranked #73.

West Oak Capital first reported a position in VIG in Q4 2019 and has held it in 24 quarters since. The position peaked at $644K in Q3 2024. 2,336 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • West Oak Capital held 2,450 shares of Vanguard Dividend Appreciation ETF worth $529K as of Q3 2025.
  • West Oak Capital sold 675 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $142K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of West Oak Capital's portfolio in Q3 2025, its #73 holding.
  • West Oak Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 24 quarters since.
  • West Oak Capital's Vanguard Dividend Appreciation ETF position peaked at $644K in Q3 2024.
  • 2,336 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.