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New Perspectives Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

New Perspectives Inc’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 		$9.11M Sell
38,494
-452
-1% -$104K 2.8% 10
2026
Q1 		$8.38M Sell
38,946
-590
-1% -$132K 2.9% 9
2025
Q4 		$8.69M Buy
39,536
+1,002
+3% +$219K 3.01% 9
2025
Q3 		$8.32M Sell
38,534
-1,515
-4% -$318K 3.72% 9
2025
Q2 		$8.2M Sell
40,049
-1,095
-3% -$212K 4.05% 8
2025
Q1 		$7.98M Sell
41,144
-763
-2% -$152K 4.26% 7
2024
Q4 		$8.21M Sell
41,907
-603
-1% -$120K 4.4% 7
2024
Q3 		$8.42M Sell
42,510
-290
-0.7% -$55.2K 4.48% 7
2024
Q2 		$7.81M Sell
42,800
-265
-0.6% -$47.7K 4.17% 7
2024
Q1 		$7.86M Buy
+43,065
New +$7.57M 4.35% 7
2022
Q4 		$7.1M Sell
46,734
-62
-0.1% -$9.24K 5.44% 7
2022
Q3 		$6.33M Buy
46,796
+357
+0.8% +$53.1K 5.45% 7
2022
Q2 		$6.66M Buy
46,439
+1,944
+4% +$296K 5.43% 7
2022
Q1 		$7.21M Sell
44,495
-44
-0.1% -$7.1K 5.2% 7
2021
Q4 		$7.65M Sell
44,539
-711
-2% -$117K 5.41% 7
2021
Q3 		$6.95M Buy
45,250
+437
+1% +$69.6K 5.13% 7
2021
Q2 		$6.94M Buy
+44,813
New +$6.88M 5.39% 6

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

New Perspectives Inc's VIG Position: Q2 2026 in Review

New Perspectives Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2026, selling an estimated $104K and leaving 38,494 shares worth $9.11M. The position accounts for 2.8% of the portfolio, ranked #10.

New Perspectives Inc first reported a position in VIG in Q2 2021 and has held it in 17 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • New Perspectives Inc held 38,494 shares of Vanguard Dividend Appreciation ETF worth $9.11M as of Q2 2026.
  • New Perspectives Inc sold 452 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $104K.
  • Vanguard Dividend Appreciation ETF made up 2.8% of New Perspectives Inc's portfolio in Q2 2026, its #10 holding.
  • New Perspectives Inc first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 17 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.