Nabity-Jensen Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nabity-Jensen Investment Management’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	$219K	Buy	+927	New	+$213K	0.13%	68
2026 Q1	–	Sell	-960	Closed	-$211K	–	74
2025 Q4	$211K	Hold	960	–	–	0.14%	69
2025 Q3	$207K	Buy	+960	New	+$202K	0.14%	68
2024 Q4	–	Sell	-1,036	Closed	-$205K	–	71
2024 Q3	$205K	Buy	+1,036	New	+$197K	0.16%	67
2024 Q2	–	Sell	-1,047	Closed	-$191K	–	83
2024 Q1	$191K	Sell	1,047 -36	-3%	-$6.32K	0.16%	65
2023 Q4	$185K	Buy	+1,083	New	+$174K	0.17%	64

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

Nabity-Jensen Investment Management's VIG Position: Q2 2026 in Review

Nabity-Jensen Investment Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 927 shares worth $219K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings. This is a return to the name: Nabity-Jensen Investment Management previously reported a position in VIG as recently as Q4 2025.

Nabity-Jensen Investment Management first reported a position in VIG in Q4 2023 and has held it in 6 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Nabity-Jensen Investment Management held 927 shares of Vanguard Dividend Appreciation ETF worth $219K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Nabity-Jensen Investment Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.13% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #68 holding.
Nabity-Jensen Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 6 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.