NBT Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NBT Bank’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 Q1	$210K	Sell	977 -68	-7%	-$15.2K	0.01%	362
2025 Q4	$215K	Buy	1,045 +4	+0.4%	+$874	0.01%	363
2025 Q3	$211K	Buy	1,041 +64	+7%	+$13.4K	0.01%	369
2025 Q2	$200K	Sell	977 -700	-42%	-$136K	0.01%	372
2025 Q1	$325K	Hold	1,677	–	–	0.02%	314
2024 Q4	$328K	Hold	1,677	–	–	0.02%	312
2024 Q3	$332K	Hold	1,677	–	–	0.02%	326
2024 Q2	$306K	Hold	1,677	–	–	0.02%	329
2024 Q1	$306K	Hold	1,677	–	–	0.02%	331
2023 Q4	$286K	Buy	1,677 +152	+10%	+$24.5K	0.02%	331
2023 Q3	$237K	Sell	1,525 -300	-16%	-$48.6K	0.02%	288
2023 Q2	$296K	Hold	1,825	–	–	0.04%	216
2023 Q1	$281K	Hold	1,825	–	–	0.04%	221
2022 Q4	$277K	Sell	1,825 -4,000	-69%	-$596K	0.04%	214
2022 Q3	$788K	Sell	5,825 -487	-8%	-$72.5K	0.13%	137
2022 Q2	$905K	Buy	6,312 +4,487	+246%	+$683K	0.14%	130
2022 Q1	$296K	Hold	1,825	–	–	0.04%	205
2021 Q4	$314K	Hold	1,825	–	–	0.04%	203
2021 Q3	$281K	Hold	1,825	–	–	0.04%	211
2021 Q2	$283K	Hold	1,825	–	–	0.04%	209
2021 Q1	$268K	Buy	+1,825	New	+$260K	0.04%	207

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NBT Bank's VIG Position: Q1 2026 in Review

NBT Bank reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.5% in Q1 2026, selling an estimated $15.2K and leaving 977 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #362.

NBT Bank first reported a position in VIG in Q1 2021 and has held it in 21 quarters since. The position peaked at $905K in Q2 2022. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

NBT Bank held 977 shares of Vanguard Dividend Appreciation ETF worth $210K as of Q1 2026.
NBT Bank sold 68 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $15.2K.
Vanguard Dividend Appreciation ETF made up 0.01% of NBT Bank's portfolio in Q1 2026, its #362 holding.
NBT Bank first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 21 quarters since.
NBT Bank's Vanguard Dividend Appreciation ETF position peaked at $905K in Q2 2022.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.