Nancy E. Dempze’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nancy E. Dempze’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	$1.47M	Hold	6,231	–	–	0.71%	39
2026 Q1	$1.34M	Hold	6,231	–	–	0.74%	37
2025 Q4	$1.37M	Hold	6,231	–	–	0.71%	40
2025 Q3	$1.34M	Hold	6,231	–	–	0.74%	39
2025 Q2	$1.28M	Hold	6,231	–	–	0.74%	37
2025 Q1	$1.21M	Hold	6,231	–	–	0.73%	40
2024 Q4	$1.22M	Hold	6,231	–	–	0.7%	41
2024 Q3	$1.23M	Hold	6,231	–	–	0.69%	45
2024 Q2	$1.14M	Hold	6,231	–	–	0.78%	38
2024 Q1	$1.14M	Hold	6,231	–	–	0.87%	33
2023 Q4	$1.06M	Hold	6,231	–	–	0.89%	35
2023 Q3	$968K	Hold	6,231	–	–	0.87%	34
2023 Q2	$1.01M	Hold	6,231	–	–	0.87%	35
2023 Q1	$960K	Hold	6,231	–	–	0.87%	37
2022 Q4	$946K	Sell	6,231 -317	-5%	-$47.2K	0.92%	37
2022 Q3	$885K	Hold	6,548	–	–	0.94%	37
2022 Q2	$939K	Hold	6,548	–	–	0.94%	37
2022 Q1	$1.06M	Hold	6,548	–	–	0.78%	40
2021 Q4	$1.13M	Buy	+6,548	New	+$1.08M	0.76%	40
2016 Q1	–	Sell	-6,900	Closed	-$537K	–	83
2015 Q4	$537K	Buy	+6,900	New	+$538K	1.03%	36

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

Nancy E. Dempze's VIG Position: Q2 2026 in Review

Nancy E. Dempze held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 6,231 shares worth $1.47M. The position accounts for 0.71% of the portfolio, ranked #39.

Nancy E. Dempze first reported a position in VIG in Q4 2015 and has held it in 20 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Nancy E. Dempze held 6,231 shares of Vanguard Dividend Appreciation ETF worth $1.47M as of Q2 2026.
Nancy E. Dempze left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.71% of Nancy E. Dempze's portfolio in Q2 2026, its #39 holding.
Nancy E. Dempze first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 20 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nancy E. Dempze's 13F filing for Q2 2026, filed 13 Aug 2026.