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Narus Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Narus Financial Partners’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 		$435K Buy
1,840
+66
+4% +$15.2K 0.11% 117
2026
Q1 		$382K Sell
1,774
-61
-3% -$13.6K 0.1% 118
2025
Q4 		$403K Sell
1,835
-146
-7% -$31.9K 0.11% 113
2025
Q3 		$427K Buy
1,981
+248
+14% +$52.1K 0.12% 106
2025
Q2 		$355K Buy
1,733
+35
+2% +$6.78K 0.11% 105
2025
Q1 		$329K Buy
1,698
+104
+7% +$20.7K 0.11% 105
2024
Q4 		$312K Sell
1,594
-60
-4% -$12K 0.11% 115
2024
Q3 		$328K Sell
1,654
-68
-4% -$12.9K 0.12% 109
2024
Q2 		$314K Sell
1,722
-1
-0.1% -$180 0.13% 106
2024
Q1 		$315K Sell
1,723
-459
-21% -$80.6K 0.13% 108
2023
Q4 		$372K Sell
2,182
-113
-5% -$18.2K 0.18% 86
2023
Q3 		$357K Buy
2,295
+74
+3% +$12K 0.18% 78
2023
Q2 		$361K Buy
2,221
+116
+6% +$18.2K 0.19% 73
2023
Q1 		$324K Buy
2,105
+2
+0.1% +$306 0.18% 83
2022
Q4 		$319K Buy
2,103
+155
+8% +$23.1K 0.18% 81
2022
Q3 		$263K Buy
1,948
+359
+23% +$53.4K 0.17% 86
2022
Q2 		$228K Sell
1,589
-170
-10% -$25.9K 0.15% 97
2022
Q1 		$285K Buy
+1,759
New +$284K 0.16% 88
2021
Q1 		$264K Buy
+1,798
New +$256K 0.16% 79
2019
Q4 		$221K Buy
+1,769
New +$214K 0.15% 70
2017
Q3 		$375K Buy
3,960
+1,217
+44% +$114K 0.33% 47
2017
Q2 		$254K Buy
2,743
+100
+4% +$9.17K 0.24% 63
2017
Q1 		$238K Buy
+2,643
New +$234K 0.23% 65

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

Narus Financial Partners's VIG Position: Q2 2026 in Review

Narus Financial Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.7% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,840 shares worth $435K. The position accounts for 0.11% of the portfolio, ranked #117.

Narus Financial Partners first reported a position in VIG in Q1 2017 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Narus Financial Partners held 1,840 shares of Vanguard Dividend Appreciation ETF worth $435K as of Q2 2026.
  • Narus Financial Partners bought 66 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.2K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Narus Financial Partners's portfolio in Q2 2026, its #117 holding.
  • Narus Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 23 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.