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
2026 Q2	$228K	Hold	962	–	–	0.16%	90
2026 Q1	$207K	Sell	962 -51	-5%	-$11.4K	0.15%	99
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 $1.55T 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

Nalls Sherbakoff Group's VIG Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 962 shares worth $228K. The position accounts for 0.16% of the portfolio, ranked #90.

Nalls Sherbakoff Group first reported a position in VIG in Q4 2018 and has held it in 11 quarters since. The position peaked at $359K in Q2 2023. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Nalls Sherbakoff Group held 962 shares of Vanguard Dividend Appreciation ETF worth $228K as of Q2 2026.
Nalls Sherbakoff Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.16% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #90 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Dividend Appreciation ETF position peaked at $359K in Q2 2023.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.