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

New Century 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
2025 Q4	–	Sell	-1,090	Closed	-$235K	–	59
2025 Q3	$235K	Hold	1,090	–	–	0.42%	56
2025 Q2	$223K	Sell	1,090 -896	-45%	-$174K	0.26%	98
2025 Q1	$385K	Sell	1,986 -1,123	-36%	-$223K	0.45%	77
2024 Q4	$610K	Sell	3,109 -646	-17%	-$129K	0.26%	119
2024 Q3	$744K	Sell	3,755 -149	-4%	-$28.4K	0.27%	112
2024 Q2	$713K	Buy	3,904 +1,314	+51%	+$237K	0.3%	100
2024 Q1	$473K	Hold	2,590	–	–	0.33%	100
2023 Q4	$441K	Buy	+2,590	New	+$417K	0.38%	93

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

New Century Financial Group's VIG Position: Q4 2025 in Review

New Century Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 1,090 shares — an estimated $235K sold.

New Century Financial Group first reported a position in VIG in Q4 2023 and held it in 8 quarters. The position peaked at $744K in Q3 2024. 2,518 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

New Century Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 1,090 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $235K.
New Century Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 8 quarters.
New Century Financial Group's Vanguard Dividend Appreciation ETF position peaked at $744K in Q3 2024.
2,518 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.