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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nabity-Jensen Investment Management's VIG Position: Q1 2026 in Review

Nabity-Jensen Investment Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 960 shares — an estimated $211K sold.

Nabity-Jensen Investment Management first reported a position in VIG in Q4 2023 and held it in 5 quarters. The position peaked at $211K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Nabity-Jensen Investment Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Nabity-Jensen Investment Management sold 960 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $211K.
Nabity-Jensen Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 5 quarters.
Nabity-Jensen Investment Management's Vanguard Dividend Appreciation ETF position peaked at $211K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.