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

Navigoe Wealth Management’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	$16K	Hold	69	–	–	0.01%	128
2026 Q1	$14K	Sell	69 -33	-32%	-$7.36K	0.01%	112
2025 Q4	$22K	Hold	102	–	–	0.01%	107
2025 Q3	$22K	Buy	102 +33	+48%	+$6.93K	0.01%	107
2025 Q2	$14K	Hold	69	–	–	0.01%	101
2025 Q1	$13K	Hold	69	–	–	0.01%	103
2024 Q4	$13K	Buy	+69	New	+$13.8K	0.01%	104

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

Navigoe Wealth Management's VIG Position: Q2 2026 in Review

Navigoe Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 69 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #128.

Navigoe Wealth Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $22K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Navigoe Wealth Management held 69 shares of Vanguard Dividend Appreciation ETF worth $16K as of Q2 2026.
Navigoe Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #128 holding.
Navigoe Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Navigoe Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $22K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.