New England Capital Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

New England Capital Financial Advisors’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	$45.4K	Hold	192	–	–	0.01%	138
2026 Q1	$41.3K	Hold	192	–	–	0.01%	142
2025 Q4	$42.2K	Hold	192	–	–	0.02%	143
2025 Q3	$41.4K	Hold	192	–	–	0.02%	136
2025 Q2	$39.3K	Hold	192	–	–	0.02%	133
2025 Q1	$37.2K	Hold	192	–	–	0.02%	130
2024 Q4	$37.6K	Hold	192	–	–	0.02%	128
2024 Q3	$38K	Hold	192	–	–	0.02%	131
2024 Q2	$35K	Hold	192	–	–	0.02%	133
2024 Q1	$35.1K	Buy	192 +39	+25%	+$6.85K	0.02%	131
2023 Q4	$26.1K	Buy	153 +47	+44%	+$7.56K	0.02%	147
2023 Q3	$16.5K	Buy	+106	New	+$17.2K	0.01%	182

Other funds holding VIG

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

HWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

New England Capital Financial Advisors's VIG Position: Q2 2026 in Review

New England Capital Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 192 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #138.

New England Capital Financial Advisors first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. 2,203 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

New England Capital Financial Advisors held 192 shares of Vanguard Dividend Appreciation ETF worth $45.4K as of Q2 2026.
New England Capital Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #138 holding.
New England Capital Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
2,203 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.