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

NewEdge Wealth’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 		$24.1M Sell
101,715
-3,660
-3% -$840K 0.24% 87
2026
Q1 		$22.7M Sell
105,375
-4,379
-4% -$976K 0.27% 81
2025
Q4 		$24.1M Buy
109,754
+6,914
+7% +$1.51M 0.27% 80
2025
Q3 		$22.2M Sell
102,840
-3,253
-3% -$683K 0.32% 72
2025
Q2 		$21.9M Buy
106,093
+195
+0.2% +$37.8K 0.34% 70
2025
Q1 		$20.5M Sell
105,898
-32,121
-23% -$6.39M 0.37% 73
2024
Q4 		$27M Buy
138,019
+307
+0.2% +$61.3K 0.47% 58
2024
Q3 		$27.3M Sell
137,712
-403
-0.3% -$76.7K 0.49% 56
2024
Q2 		$25.2M Buy
138,115
+16,127
+13% +$2.9M 0.55% 48
2024
Q1 		$21.4M Buy
121,988
+1,787
+1% +$314K 0.48% 55
2023
Q4 		$20.5M Buy
120,201
+17,970
+18% +$2.89M 0.52% 49
2023
Q3 		$15.9M Sell
102,231
-7,625
-7% -$1.24M 0.5% 58
2023
Q2 		$17.8M Buy
109,856
+1,414
+1% +$221K 0.6% 46
2023
Q1 		$16.7M Buy
108,442
+16,093
+17% +$2.47M 0.63% 44
2022
Q4 		$14M Buy
92,349
+3,919
+4% +$584K 0.6% 47
2022
Q3 		$12M Buy
88,430
+15
+0% +$2.23K 0.57% 53
2022
Q2 		$12.7M Buy
88,415
+383
+0.4% +$58.3K 0.58% 47
2022
Q1 		$14.3M Sell
88,032
-12,830
-13% -$2.07M 0.63% 37
2021
Q4 		$17.3M Buy
+100,862
New +$16.6M 0.73% 30

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Wealth's VIG Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q2 2026, selling an estimated $840K and leaving 101,715 shares worth $24.1M. The position accounts for 0.24% of the portfolio, ranked #87.

NewEdge Wealth first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.3M in Q3 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • NewEdge Wealth held 101,715 shares of Vanguard Dividend Appreciation ETF worth $24.1M as of Q2 2026.
  • NewEdge Wealth sold 3,660 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $840K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of NewEdge Wealth's portfolio in Q2 2026, its #87 holding.
  • NewEdge Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Vanguard Dividend Appreciation ETF position peaked at $27.3M in Q3 2024.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.