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Naples Global Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Naples Global Advisors’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 		$763K Buy
3,224
+75
+2% +$17.2K 0.05% 283
2026
Q1 		$677K Sell
3,149
-10
-0.3% -$2.23K 0.05% 277
2025
Q4 		$694K Sell
3,159
-20
-0.6% -$4.37K 0.05% 275
2025
Q3 		$689K Buy
3,179
+10
+0.3% +$2.1K 0.05% 280
2025
Q2 		$651K Hold
3,169
– – 0.06% 275
2025
Q1 		$615K Sell
3,169
-620
-16% -$123K 0.06% 268
2024
Q4 		$742K Buy
3,789
+240
+7% +$47.9K 0.07% 254
2024
Q3 		$706K Buy
3,549
+170
+5% +$32.4K 0.07% 256
2024
Q2 		$620K Buy
3,379
+5
+0.1% +$900 0.06% 257
2024
Q1 		$616K Buy
3,374
+504
+18% +$88.5K 0.06% 261
2023
Q4 		$489K Hold
2,870
– – 0.05% 278
2023
Q3 		$448K Sell
2,870
-100
-3% -$16.2K 0.05% 287
2023
Q2 		$485K Buy
2,970
+270
+10% +$42.3K 0.06% 278
2023
Q1 		$416K Buy
2,700
+305
+13% +$46.7K 0.05% 299
2022
Q4 		$364K Buy
2,395
+90
+4% +$13.4K 0.05% 310
2022
Q3 		$312K Buy
2,305
+125
+6% +$18.6K 0.04% 312
2022
Q2 		$313K Buy
2,180
+40
+2% +$6.09K 0.04% 312
2022
Q1 		$347K Sell
2,140
-25
-1% -$4.03K 0.04% 321
2021
Q4 		$372K Sell
2,165
-175
-7% -$28.8K 0.04% 315
2021
Q3 		$359K Hold
2,340
– – 0.05% 312
2021
Q2 		$362K Buy
2,340
+60
+3% +$9.21K 0.05% 306
2021
Q1 		$335K Sell
2,280
-25
-1% -$3.56K 0.05% 300
2020
Q4 		$325K Sell
2,305
-40
-2% -$5.42K 0.06% 290
2020
Q3 		$302K Hold
2,345
– – 0.06% 281
2020
Q2 		$275K Buy
2,345
+30
+1% +$3.42K 0.06% 289
2020
Q1 		$239K Sell
2,315
-410
-15% -$48.9K 0.06% 277
2019
Q4 		$340K Sell
2,725
-300
-10% -$36.3K 0.07% 260
2019
Q3 		$362K Sell
3,025
-276
-8% -$32.6K 0.08% 249
2019
Q2 		$380K Buy
3,301
+126
+4% +$14.1K 0.09% 239
2019
Q1 		$348K Hold
3,175
– – 0.09% 238
2018
Q4 		$319K Sell
3,175
-160
-5% -$16.7K 0.09% 244
2018
Q3 		$369K Hold
3,335
– – 0.1% 236
2018
Q2 		$339K Hold
3,335
– – 0.1% 236
2018
Q1 		$337K Buy
3,335
+100
+3% +$10.4K 0.1% 232
2017
Q4 		$330K Buy
3,235
+20
+0.6% +$1.97K 0.1% 235
2017
Q3 		$305K Hold
3,215
– – 0.1% 233
2017
Q2 		$298K Buy
3,215
+80
+3% +$7.34K 0.11% 230
2017
Q1 		$282K Sell
3,135
-175
-5% -$15.5K 0.1% 233
2016
Q4 		$282K Buy
3,310
+20
+0.6% +$1.68K 0.11% 227
2016
Q3 		$276K Hold
3,290
– – 0.11% 220
2016
Q2 		$274K Sell
3,290
-30
-0.9% -$2.45K 0.11% 222
2016
Q1 		$270K Hold
3,320
– – 0.11% 220
2015
Q4 		$258K Hold
3,320
– – 0.13% 198
2015
Q3 		$245K Hold
3,320
– – 0.13% 203
2015
Q2 		$261K Hold
3,320
– – 0.13% 216
2015
Q1 		$267K Buy
3,320
+535
+19% +$43.4K 0.13% 215
2014
Q4 		$226K Buy
2,785
+75
+3% +$5.93K 0.12% 208
2014
Q3 		$209K Buy
+2,710
New +$210K 0.12% 213

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Naples Global Advisors's VIG Position: Q2 2026 in Review

Naples Global Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,224 shares worth $763K. The position accounts for 0.05% of the portfolio, ranked #283.

Naples Global Advisors first reported a position in VIG in Q3 2014 and has held it in 48 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Naples Global Advisors held 3,224 shares of Vanguard Dividend Appreciation ETF worth $763K as of Q2 2026.
  • Naples Global Advisors bought 75 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #283 holding.
  • Naples Global Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 48 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.