National Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

National Wealth Management 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	$1.22M	Sell	5,138 -48	-0.9%	-$11K	0.38%	65
2026 Q1	$1.12M	Buy	5,186 +280	+6%	+$62.4K	0.42%	55
2025 Q4	$1.08M	Sell	4,906 -217	-4%	-$47.4K	0.37%	58
2025 Q3	$1.11M	Sell	5,123 -43	-0.8%	-$9.03K	0.42%	47
2025 Q2	$1.06M	Buy	5,166 +856	+20%	+$166K	0.59%	35
2025 Q1	$836K	Sell	4,310 -1,337	-24%	-$266K	0.55%	41
2024 Q4	$1.11M	Sell	5,647 -267	-5%	-$53.3K	0.74%	30
2024 Q3	$1.17M	Sell	5,914 -1,176	-17%	-$224K	0.79%	31
2024 Q2	$1.29M	Sell	7,090 -1,808	-20%	-$325K	0.99%	27
2024 Q1	$1.62M	Sell	8,898 -2,937	-25%	-$516K	1.26%	23
2023 Q4	$2.02M	Sell	11,835 -945	-7%	-$152K	1.95%	12
2023 Q3	$1.99M	Sell	12,780 -187	-1%	-$30.3K	2.16%	10
2023 Q2	$2.11M	Sell	12,967 -1,989	-13%	-$311K	2.2%	10
2023 Q1	$2.32M	Sell	14,956 -1,560	-9%	-$239K	2.66%	6
2022 Q4	$2.51M	Sell	16,516 -950	-5%	-$142K	3.01%	4
2022 Q3	$2.36M	Sell	17,466 -5,367	-24%	-$799K	3.07%	6
2022 Q2	$3.28M	Sell	22,833 -1,705	-7%	-$260K	4.13%	5
2022 Q1	$3.98M	Sell	24,538 -1,818	-7%	-$293K	3.84%	4
2021 Q4	$4.53M	Buy	+26,356	New	+$4.34M	4.24%	2

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

National Wealth Management Group's VIG Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.93% in Q2 2026, selling an estimated $11K and leaving 5,138 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #65.

National Wealth Management Group first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.53M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

National Wealth Management Group held 5,138 shares of Vanguard Dividend Appreciation ETF worth $1.22M as of Q2 2026.
National Wealth Management Group sold 48 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11K.
Vanguard Dividend Appreciation ETF made up 0.38% of National Wealth Management Group's portfolio in Q2 2026, its #65 holding.
National Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
National Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $4.53M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.