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

New Millennium 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
-473
Closed -$102K – 527
2025
Q3 		$102K Hold
473
– – 0.05% 78
2025
Q2 		$96.8K Hold
473
– – 0.05% 69
2025
Q1 		$91.8K Buy
+473
New +$94.1K 0.06% 66
2023
Q1 		– Sell
-90
Closed -$13.7K – 474
2022
Q4 		$13.7K Hold
90
– – 0.01% 178
2022
Q3 		$12K Hold
90
– – 0.01% 181
2022
Q2 		$13K Buy
+90
New +$13.7K 0.01% 178

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Millennium Group's VIG Position: Q4 2025 in Review

New Millennium Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 473 shares — an estimated $102K sold.

New Millennium Group first reported a position in VIG in Q2 2022 and held it in 6 quarters. The position peaked at $102K in Q3 2025. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

  • New Millennium Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 473 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $102K.
  • New Millennium Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and held it in 6 quarters.
  • New Millennium Group's Vanguard Dividend Appreciation ETF position peaked at $102K in Q3 2025.
  • 2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.