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Laurel Wealth Advisors (North Carolina)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$42M Buy
177,445
+1,165
+0.7% +$268K 4.06% 3
2026
Q1 		$40.2M Buy
176,280
+1,537
+0.9% +$343K 3.97% 3
2025
Q4 		$38.4M Buy
174,743
+697
+0.4% +$152K 5.08% 1
2025
Q3 		$37.6M Buy
174,046
+344
+0.2% +$72.2K 5.25% 1
2025
Q2 		$35.6M Buy
173,702
+2,932
+2% +$568K 5.32% 1
2025
Q1 		$33.1M Sell
170,770
-3,844
-2% -$764K 5.19% 1
2024
Q4 		$34.2M Sell
174,614
-754
-0.4% -$151K 5.34% 1
2024
Q3 		$34.7M Buy
175,368
+314
+0.2% +$59.8K 5.53% 1
2024
Q2 		$32M Buy
175,054
+1,231
+0.7% +$222K 5.54% 1
2024
Q1 		$31.7M Buy
173,823
+9,425
+6% +$1.66M 5.41% 1
2023
Q4 		$28M Buy
164,398
+8,266
+5% +$1.33M 5.31% 1
2023
Q3 		$24.3M Sell
156,132
-6,047
-4% -$980K 5.13% 1
2023
Q2 		$26.3M Buy
162,179
+1,152
+0.7% +$180K 5.28% 2
2023
Q1 		$24.8M Buy
161,027
+3,597
+2% +$551K 5.24% 1
2022
Q4 		$23.9M Buy
157,430
+5,185
+3% +$773K 5.41% 1
2022
Q3 		$20.6M Buy
152,245
+3,988
+3% +$593K 5.13% 1
2022
Q2 		$21.3M Buy
148,257
+1,262
+0.9% +$192K 5.14% 1
2022
Q1 		$23.8M Buy
146,995
+4,371
+3% +$705K 5.01% 2
2021
Q4 		$24.5M Buy
142,624
+1,167
+0.8% +$192K 5.02% 2
2021
Q3 		$21.7M Sell
141,457
-1,668
-1% -$266K 4.8% 1
2021
Q2 		$22.2M Buy
143,125
+837
+0.6% +$128K 4.78% 1
2021
Q1 		$20.9M Buy
142,288
+1,002
+0.7% +$143K 5.07% 1
2020
Q4 		$19.9M Buy
141,286
+1,577
+1% +$214K 5.18% 1
2020
Q3 		$18M Sell
139,709
-201
-0.1% -$25.3K 5.37% 1
2020
Q2 		$16.4M Buy
139,910
+3,077
+2% +$350K 5.39% 1
2020
Q1 		$14.1M Buy
136,833
+3,580
+3% +$427K 5.31% 1
2019
Q4 		$16.6M Buy
133,253
+317
+0.2% +$38.4K 5.23% 1
2019
Q3 		$15.9M Buy
132,936
+2,114
+2% +$249K 5.43% 1
2019
Q2 		$15.1M Buy
130,822
+2,190
+2% +$246K 5.3% 1
2019
Q1 		$14.1M Buy
128,632
+3,675
+3% +$387K 5.17% 1
2018
Q4 		$12.2M Buy
+124,957
New +$13M 4.92% 2

Other funds holding VIG

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VIG Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.66% in Q2 2026, buying an estimated $268K and bringing the position to 177,445 shares worth $42M. The position accounts for 4.06% of the portfolio, ranked #3.

Laurel Wealth Advisors (North Carolina) first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 177,445 shares of Vanguard Dividend Appreciation ETF worth $42M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 1,165 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $268K.
  • Vanguard Dividend Appreciation ETF made up 4.06% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #3 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.