Nadler Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nadler Financial Group’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	$1.73M	Hold	7,329	–	–	0.15%	49
2026 Q1	$1.58M	Sell	7,329 -340	-4%	-$75.8K	0.15%	48
2025 Q4	$1.69M	Hold	7,669	–	–	0.16%	46
2025 Q3	$1.65M	Hold	7,669	–	–	0.16%	46
2025 Q2	$1.57M	Hold	7,669	–	–	0.16%	45
2025 Q1	$1.49M	Buy	7,669 +660	+9%	+$131K	0.16%	43
2024 Q4	$1.37M	Hold	7,009	–	–	0.14%	42
2024 Q3	$1.39M	Sell	7,009 -157	-2%	-$29.9K	0.15%	42
2024 Q2	$1.31M	Buy	7,166 +170	+2%	+$30.6K	0.15%	42
2024 Q1	$1.28M	Hold	6,996	–	–	0.16%	42
2023 Q4	$1.19M	Hold	6,996	–	–	0.16%	42
2023 Q3	$1.09M	Hold	6,996	–	–	0.16%	46
2023 Q2	$1.14M	Hold	6,996	–	–	0.17%	43
2023 Q1	$1.08M	Buy	6,996 +610	+10%	+$93.4K	0.17%	46
2022 Q4	$970K	Sell	6,386 -550	-8%	-$82K	0.17%	45
2022 Q3	$937K	Hold	6,936	–	–	0.18%	43
2022 Q2	$995K	Hold	6,936	–	–	0.18%	44
2022 Q1	$1.13M	Sell	6,936 -330	-5%	-$53.2K	0.18%	45
2021 Q4	$1.25M	Hold	7,266	–	–	0.18%	46
2021 Q3	$1.12M	Sell	7,266 -10	-0.1%	-$1.59K	0.18%	46
2021 Q2	$1.13M	Buy	7,276 +10	+0.1%	+$1.53K	0.18%	44
2021 Q1	$1.07M	Hold	7,266	–	–	0.19%	44
2020 Q4	$1.03M	Hold	7,266	–	–	0.2%	42
2020 Q3	$935K	Hold	7,266	–	–	0.21%	42
2020 Q2	$851K	Hold	7,266	–	–	0.21%	41
2020 Q1	$751K	Hold	7,266	–	–	0.23%	40
2019 Q4	$906K	Hold	7,266	–	–	0.22%	40
2019 Q3	$869K	Hold	7,266	–	–	0.24%	37
2019 Q2	$837K	Hold	7,266	–	–	0.24%	39
2019 Q1	$797K	Hold	7,266	–	–	0.25%	41
2018 Q4	$712K	Hold	7,266	–	–	0.23%	41
2018 Q3	$804K	Hold	7,266	–	–	0.22%	41
2018 Q2	$738K	Buy	7,266 +880	+14%	+$89.7K	0.21%	42
2018 Q1	$645K	Sell	6,386 -880	-12%	-$91.2K	0.2%	42
2017 Q4	$741K	Hold	7,266	–	–	0.23%	40
2017 Q3	$689K	Hold	7,266	–	–	0.23%	37
2017 Q2	$673K	Sell	7,266 -444	-6%	-$40.7K	0.23%	38
2017 Q1	$693K	Buy	7,710 +444	+6%	+$39.3K	0.24%	38
2016 Q4	$619K	Hold	7,266	–	–	0.23%	41
2016 Q3	$610K	Buy	7,266 +36	+0.5%	+$3.05K	0.24%	40
2016 Q2	$602K	Sell	7,230 -1,450	-17%	-$118K	0.25%	39
2016 Q1	$705K	Sell	8,680 -6,550	-43%	-$502K	0.31%	34
2015 Q4	$1.18M	Hold	15,230	–	–	0.53%	20
2015 Q3	$1.12M	Sell	15,230 -37,088	-71%	-$2.87M	0.56%	20
2015 Q2	$4.11M	Sell	52,318 -58,048	-53%	-$4.7M	1.94%	10
2015 Q1	$8.88M	Sell	110,366 -7,588	-6%	-$616K	4.27%	8
2014 Q4	$9.57M	Sell	117,954 -13,329	-10%	-$1.05M	4.96%	7
2014 Q3	$10.1M	Sell	131,283 -64,015	-33%	-$4.96M	6.05%	6
2014 Q2	$15.2M	Sell	195,298 -193	-0.1%	-$14.8K	9.57%	4
2014 Q1	$14.7M	Sell	195,491 -2,807	-1%	-$207K	9.8%	4
2013 Q4	$14.9M	Buy	198,298 +8,704	+5%	+$633K	9.66%	4
2013 Q3	$13.2M	Buy	189,594 +1,607	+0.9%	+$111K	9.59%	3
2013 Q2	$12.4M	Buy	+187,987	New	+$12.6M	8.77%	3

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nadler Financial Group's VIG Position: Q2 2026 in Review

Nadler Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 7,329 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #49.

Nadler Financial Group first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.2M in Q2 2014. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Nadler Financial Group held 7,329 shares of Vanguard Dividend Appreciation ETF worth $1.73M as of Q2 2026.
Nadler Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.15% of Nadler Financial Group's portfolio in Q2 2026, its #49 holding.
Nadler Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
Nadler Financial Group's Vanguard Dividend Appreciation ETF position peaked at $15.2M in Q2 2014.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.