N.E.W. Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

N.E.W. Advisory 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	$734K	Buy	3,103 +2	+0.1%	+$459	0.05%	122
2026 Q1	$667K	Buy	3,101 +29	+0.9%	+$6.46K	0.05%	123
2025 Q4	$675K	Buy	3,072 +4	+0.1%	+$874	0.05%	120
2025 Q3	$662K	Buy	3,068 +3	+0.1%	+$630	0.06%	106
2025 Q2	$627K	Sell	3,065 -315	-9%	-$61.1K	0.06%	101
2025 Q1	$656K	Buy	3,380 +29	+0.9%	+$5.77K	0.05%	107
2024 Q4	$656K	Buy	3,351 +288	+9%	+$57.5K	0.06%	97
2024 Q3	$607K	Sell	3,063 -394	-11%	-$75K	0.06%	97
2024 Q2	$631K	Sell	3,457 -363	-10%	-$65.3K	0.07%	93
2024 Q1	$698K	Sell	3,820 -14	-0.4%	-$2.46K	0.08%	88
2023 Q4	$653K	Sell	3,834 -15	-0.4%	-$2.41K	0.08%	87
2023 Q3	$598K	Sell	3,849 -485	-11%	-$78.6K	0.09%	87
2023 Q2	$704K	Sell	4,334 -98	-2%	-$15.3K	0.1%	72
2023 Q1	$683K	Sell	4,432 -382	-8%	-$58.5K	0.1%	73
2022 Q4	$731K	Buy	4,814 +726	+18%	+$108K	0.11%	66
2022 Q3	$553K	Buy	4,088 +331	+9%	+$49.3K	0.1%	71
2022 Q2	$539K	Sell	3,757 -404	-10%	-$61.5K	0.09%	69
2022 Q1	$612K	Buy	4,161 +800	+24%	+$129K	0.12%	75
2021 Q4	$578K	Sell	3,361 -7	-0.2%	-$1.15K	0.09%	75
2021 Q3	$518K	Sell	3,368 -117	-3%	-$18.6K	0.08%	80
2021 Q2	$538K	Sell	3,485 -676	-16%	-$104K	0.09%	79
2021 Q1	$616K	Sell	4,161 -1,244	-23%	-$177K	0.12%	75
2020 Q4	$760K	Sell	5,405 -597	-10%	-$80.9K	0.16%	65
2020 Q3	$772K	Sell	6,002 -890	-13%	-$112K	0.22%	47
2020 Q2	$808K	Buy	+6,892	New	+$785K	0.25%	45
2019 Q4	$857K	Buy	+6,901	New	+$835K	0.28%	44

Other funds holding VIG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

N.E.W. Advisory Services's VIG Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $459 and bringing the position to 3,103 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #122.

N.E.W. Advisory Services first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $857K in Q4 2019. 2,030 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

N.E.W. Advisory Services held 3,103 shares of Vanguard Dividend Appreciation ETF worth $734K as of Q2 2026.
N.E.W. Advisory Services bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.05% of N.E.W. Advisory Services's portfolio in Q2 2026, its #122 holding.
N.E.W. Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $857K in Q4 2019.
2,030 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.