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Nations Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nations Financial 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 		$9.12M Buy
38,541
+1,238
+3% +$284K 0.44% 52
2026
Q1 		$8.02M Buy
37,303
+1,620
+5% +$361K 0.41% 54
2025
Q4 		$7.84M Buy
35,683
+3,600
+11% +$787K 0.41% 50
2025
Q3 		$6.92M Sell
32,083
-3,458
-10% -$726K 0.43% 49
2025
Q2 		$7.27M Buy
35,541
+1,794
+5% +$348K 0.5% 40
2025
Q1 		$6.55M Buy
33,747
+19,009
+129% +$3.78M 0.5% 41
2024
Q4 		$2.89M Sell
14,738
-4,755
-24% -$949K 0.21% 119
2024
Q3 		$3.86M Buy
19,493
+1,518
+8% +$289K 0.28% 84
2024
Q2 		$3.28M Buy
17,975
+1,020
+6% +$184K 0.27% 85
2024
Q1 		$3.1M Buy
16,955
+1,777
+12% +$312K 0.26% 91
2023
Q4 		$2.59M Sell
15,178
-1,673
-10% -$269K 0.24% 102
2023
Q3 		$2.62M Sell
16,851
-902
-5% -$146K 0.26% 90
2023
Q2 		$2.88M Sell
17,753
-352
-2% -$55.1K 0.28% 83
2023
Q1 		$2.79M Sell
18,105
-110
-0.6% -$16.9K 0.29% 81
2022
Q4 		$2.77M Buy
18,215
+138
+0.8% +$20.6K 0.31% 79
2022
Q3 		$2.44M Sell
18,077
-174
-1% -$25.9K 0.35% 64
2022
Q2 		$2.62M Sell
18,251
-174
-0.9% -$26.5K 0.35% 70
2022
Q1 		$2.99M Sell
18,425
-1,061
-5% -$171K 0.36% 62
2021
Q4 		$3.35M Buy
19,486
+2,571
+15% +$424K 0.44% 47
2021
Q3 		$2.6M Sell
16,915
-477
-3% -$76K 0.39% 54
2021
Q2 		$2.69M Buy
17,392
+9,196
+112% +$1.41M 0.45% 43
2021
Q1 		$1.21M Buy
8,196
+588
+8% +$83.6K 0.27% 102
2020
Q4 		$1.07M Buy
7,608
+1,380
+22% +$187K 0.28% 98
2020
Q3 		$801K Buy
6,228
+789
+15% +$99.3K 0.25% 117
2020
Q2 		$637K Buy
5,439
+884
+19% +$101K 0.23% 131
2020
Q1 		$471K Buy
4,555
+516
+13% +$61.6K 0.2% 152
2019
Q4 		$504K Buy
4,039
+10
+0.2% +$1.21K 0.17% 170
2019
Q3 		$482K Buy
4,029
+179
+5% +$21.1K 0.17% 173
2019
Q2 		$443K Buy
3,850
+18
+0.5% +$2.02K 0.29% 96
2019
Q1 		$420K Hold
3,832
– – 0.29% 99
2018
Q4 		$375K Buy
3,832
+270
+8% +$28.2K 0.3% 97
2018
Q3 		$394K Buy
3,562
+10
+0.3% +$1.07K 0.28% 102
2018
Q2 		$361K Buy
3,552
+1
+0% +$102 0.3% 99
2018
Q1 		$359K Buy
3,551
+7
+0.2% +$726 0.33% 91
2017
Q4 		$362K Buy
3,544
+11
+0.3% +$1.08K 0.33% 94
2017
Q3 		$335K Buy
3,533
+6
+0.2% +$560 0.33% 94
2017
Q2 		$327K Sell
3,527
-458
-11% -$42K 0.27% 109
2017
Q1 		$358K Buy
3,985
+1,150
+41% +$102K 0.35% 87
2016
Q4 		$241K Buy
2,835
+16
+0.6% +$1.34K 0.26% 120
2016
Q3 		$237K Sell
2,819
-188
-6% -$15.9K 0.23% 132
2016
Q2 		$250K Buy
3,007
+13
+0.4% +$1.06K 0.26% 127
2016
Q1 		$243K Buy
+2,994
New +$230K 0.28% 110

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

Nations Financial Group's VIG Position: Q2 2026 in Review

Nations Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q2 2026, buying an estimated $284K and bringing the position to 38,541 shares worth $9.12M. The position accounts for 0.44% of the portfolio, ranked #52.

Nations Financial Group first reported a position in VIG in Q1 2016 and has held it in 42 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Nations Financial Group held 38,541 shares of Vanguard Dividend Appreciation ETF worth $9.12M as of Q2 2026.
  • Nations Financial Group bought 1,238 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $284K.
  • Vanguard Dividend Appreciation ETF made up 0.44% of Nations Financial Group's portfolio in Q2 2026, its #52 holding.
  • Nations Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 42 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.