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New World Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

New World 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
Q1 		$811K Buy
3,769
+1,655
+78% +$369K 0.14% 23
2025
Q4 		$465K Buy
2,114
+24
+1% +$5.24K 0.08% 39
2025
Q3 		$451K Hold
2,090
– – 0.08% 35
2025
Q2 		$428K Buy
2,090
+586
+39% +$114K 0.09% 40
2025
Q1 		$292K Hold
1,504
– – 0.07% 60
2024
Q4 		$295K Sell
1,504
-48
-3% -$9.58K 0.07% 54
2024
Q3 		$307K Hold
1,552
– – 0.08% 56
2024
Q2 		$283K Hold
1,552
– – 0.08% 56
2024
Q1 		$283K Hold
1,552
– – 0.08% 56
2023
Q4 		$264K Buy
1,552
+115
+8% +$18.5K 0.08% 60
2023
Q3 		$223K Buy
1,437
+113
+9% +$18.3K 0.08% 56
2023
Q2 		$215K Buy
+1,324
New +$207K 0.08% 57
2022
Q1 		– Sell
-1,170
Closed -$201K – 74
2021
Q4 		$201K Sell
1,170
-631
-35% -$104K 0.09% 71
2021
Q3 		$295K Sell
1,801
-19
-1% -$3.03K 0.14% 54
2021
Q2 		$282K Sell
1,820
-444
-20% -$68.1K 0.19% 85
2021
Q1 		$333K Buy
2,264
+88
+4% +$12.5K 0.18% 16
2020
Q4 		$280K Buy
2,176
+82
+4% +$11.1K 0.18% 20
2020
Q3 		$270K Sell
2,094
-82
-4% -$10.3K 0.17% 21
2020
Q2 		$273K Buy
+2,176
New +$248K 0.18% 17
2019
Q4 		– Sell
-1,987
Closed -$238K – 28
2019
Q3 		$238K Buy
+1,987
New +$234K 0.16% 17

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
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New World Advisors's VIG Position: Q1 2026 in Review

New World Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 78% in Q1 2026, buying an estimated $369K and bringing the position to 3,769 shares worth $811K. The position accounts for 0.14% of the portfolio, ranked #23.

New World Advisors first reported a position in VIG in Q3 2019 and has held it in 20 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • New World Advisors held 3,769 shares of Vanguard Dividend Appreciation ETF worth $811K as of Q1 2026.
  • New World Advisors bought 1,655 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $369K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of New World Advisors's portfolio in Q1 2026, its #23 holding.
  • New World Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 20 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.