Nalls Sherbakoff Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$223K	Sell	1,013 -165	-14%	-$36.1K	0.16%	94
2025 Q3	$254K	Sell	1,178 -233	-17%	-$48.9K	0.17%	85
2025 Q2	$289K	Hold	1,411	–	–	0.21%	75
2025 Q1	$274K	Buy	+1,411	New	+$281K	0.22%	70
2023 Q4	$352K	Sell	2,063 -178	-8%	-$28.6K	0.31%	52
2023 Q3	$348K	Sell	2,241 -103	-4%	-$16.7K	0.34%	48
2023 Q2	$359K	Hold	2,344	–	–	0.35%	47
2023 Q1	$357K	Buy	+2,344	New	+$359K	0.35%	48
2018 Q4	$75K	Buy	+768	New	+$80.1K	0.12%	102

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HWM

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

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

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

Nalls Sherbakoff Group's VIG Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q4 2025, selling an estimated $36.1K and leaving 1,013 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #94.

Nalls Sherbakoff Group first reported a position in VIG in Q4 2018 and has held it in 9 quarters since. The position peaked at $359K in Q2 2023. 2,517 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Nalls Sherbakoff Group held 1,013 shares of Vanguard Dividend Appreciation ETF worth $223K as of Q4 2025.
Nalls Sherbakoff Group sold 165 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $36.1K.
Vanguard Dividend Appreciation ETF made up 0.16% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #94 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Dividend Appreciation ETF position peaked at $359K in Q2 2023.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.