NewEdge Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NewEdge 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	$68.8M	Sell	319,730 -36,454	-10%	-$8.13M	0.25%	72
2025 Q4	$78.3M	Buy	356,184 +21,474	+6%	+$4.69M	0.28%	68
2025 Q3	$72.2M	Buy	334,710 +8,308	+3%	+$1.74M	0.33%	58
2025 Q2	$66.8M	Buy	326,402 +9,256	+3%	+$1.79M	0.34%	56
2025 Q1	$61.5M	Sell	317,146 -2,810	-0.9%	-$559K	0.37%	54
2024 Q4	$62.7M	Sell	319,956 -22,599	-7%	-$4.51M	0.38%	51
2024 Q3	$67.8M	Buy	342,555 +73	+0%	+$13.9K	0.44%	41
2024 Q2	$62.5M	Buy	342,482 +92,250	+37%	+$16.6M	0.46%	39
2024 Q1	$45.7M	Sell	250,232 -14,510	-5%	-$2.55M	0.4%	50
2023 Q4	$45.5M	Buy	264,742 +34,895	+15%	+$5.61M	0.43%	48
2023 Q3	$35.7M	Sell	229,847 -84,312	-27%	-$13.7M	0.39%	61
2023 Q2	$51M	Buy	314,159 +24,690	+9%	+$3.87M	0.58%	23
2023 Q1	$44.6M	Buy	289,469 +24,168	+9%	+$3.7M	0.56%	32
2022 Q4	$31.9M	Buy	265,301 +49,303	+23%	+$7.35M	0.86%	15
2022 Q3	$29.2M	Buy	215,998 +24,250	+13%	+$3.61M	0.48%	50
2022 Q2	$27.5M	Buy	191,748 +19,364	+11%	+$2.95M	0.46%	53
2022 Q1	$28M	Sell	172,384 -7,956	-4%	-$1.28M	0.45%	50
2021 Q4	$31M	Buy	180,340 +71,912	+66%	+$11.9M	0.47%	46
2021 Q3	$16.7M	Buy	108,428 +11,988	+12%	+$1.91M	0.41%	57
2021 Q2	$14.9M	Sell	96,440 -1,578	-2%	-$242K	0.4%	60
2021 Q1	$14.4M	Sell	98,018 -1,781	-2%	-$253K	0.43%	52
2020 Q4	$14.1M	Buy	99,799 +82	+0.1%	+$11.1K	0.46%	54
2020 Q3	$12.8M	Buy	99,717 +4,762	+5%	+$599K	0.45%	59
2020 Q2	$11.1M	Buy	94,955 +45,099	+90%	+$5.13M	0.43%	64
2020 Q1	$5.16M	Buy	49,856 +6,773	+16%	+$808K	0.25%	98
2019 Q4	$5.37M	Buy	43,083 +10,253	+31%	+$1.24M	0.21%	111
2019 Q3	$3.93M	Sell	32,830 -1,248	-4%	-$147K	0.17%	130
2019 Q2	$3.92M	Buy	34,078 +6,990	+26%	+$784K	0.24%	107
2019 Q1	$2.97M	Sell	27,088 -938	-3%	-$98.9K	0.19%	128
2018 Q4	$2.75K	Buy	28,026 +16,618	+146%	+$1.73M	0.18%	121
2018 Q3	$1.26M	Buy	11,408 +1,709	+18%	+$184K	0.1%	203
2018 Q2	$986	Buy	9,699 +4,519	+87%	+$461K	0.09%	214
2018 Q1	$512K	Buy	5,180 +327	+7%	+$33.9K	0.06%	266
2017 Q4	$506K	Buy	4,853 +512	+12%	+$50.4K	0.07%	232
2017 Q3	$414K	Buy	4,341 +109	+3%	+$10.2K	0.06%	231
2017 Q2	$392K	Buy	4,232 +793	+23%	+$72.8K	0.07%	224
2017 Q1	$308K	Buy	+3,439	New	+$305K	0.07%	206

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's VIG Position: Q1 2026 in Review

NewEdge Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q1 2026, selling an estimated $8.13M and leaving 319,730 shares worth $68.8M. The position accounts for 0.25% of the portfolio, ranked #72.

NewEdge Advisors first reported a position in VIG in Q1 2017 and has held it in 37 quarters since. The position peaked at $78.3M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

NewEdge Advisors held 319,730 shares of Vanguard Dividend Appreciation ETF worth $68.8M as of Q1 2026.
NewEdge Advisors sold 36,454 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $8.13M.
Vanguard Dividend Appreciation ETF made up 0.25% of NewEdge Advisors's portfolio in Q1 2026, its #72 holding.
NewEdge Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 37 quarters since.
NewEdge Advisors's Vanguard Dividend Appreciation ETF position peaked at $78.3M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.