New Perspectives Inc
VIG icon

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
Q3 		$8.94M Sell
38,336
-158
-0.4% -$38K 2.72% 10
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 		$6.32M 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 		$7.22M 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

New Perspectives Inc's VIG Position: Q3 2026 in Review

New Perspectives Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.41% in Q3 2026, selling an estimated $38K and leaving 38,336 shares worth $8.94M. The position accounts for 2.72% of the portfolio, ranked #10.

New Perspectives Inc first reported a position in VIG in Q2 2021 and has held it in 18 quarters since. The position peaked at $9.11M in Q2 2026. 1,058 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • New Perspectives Inc held 38,336 shares of Vanguard Dividend Appreciation ETF worth $8.94M as of Q3 2026.
  • New Perspectives Inc sold 158 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $38K.
  • Vanguard Dividend Appreciation ETF made up 2.72% of New Perspectives Inc's portfolio in Q3 2026, its #10 holding.
  • New Perspectives Inc first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 18 quarters since.
  • New Perspectives Inc's Vanguard Dividend Appreciation ETF position peaked at $9.11M in Q2 2026.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.