1 North Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

1 North Wealth Services’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	$21.3K	Hold	90	–	–	0.01%	134
2026 Q1	$19.4K	Buy	+90	New	+$20.1K	0.01%	124
2019 Q4	$144K	Buy	1,158 +1,091	+1,628%	+$132K	0.09%	67
2019 Q3	$8K	Buy	+67	New	+$7.9K	0.01%	173
2019 Q1	$7K	Sell	67 -120	-64%	-$12.6K	﹤0.01%	178
2018 Q4	$18K	Buy	+187	New	+$19.5K	0.02%	112

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1 North Wealth Services's VIG Position: Q2 2026 in Review

1 North Wealth Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 90 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #134.

1 North Wealth Services first reported a position in VIG in Q4 2018 and has held it in 6 quarters since. The position peaked at $144K in Q4 2019. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

1 North Wealth Services held 90 shares of Vanguard Dividend Appreciation ETF worth $21.3K as of Q2 2026.
1 North Wealth Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #134 holding.
1 North Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 6 quarters since.
1 North Wealth Services's Vanguard Dividend Appreciation ETF position peaked at $144K in Q4 2019.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.