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 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 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 Wealth's VIG Position: Q1 2026 in Review

NewEdge Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q1 2026, selling an estimated $976K and leaving 105,375 shares worth $22.7M. The position accounts for 0.27% of the portfolio, ranked #81.

NewEdge Wealth first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.3M in Q3 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

NewEdge Wealth held 105,375 shares of Vanguard Dividend Appreciation ETF worth $22.7M as of Q1 2026.
NewEdge Wealth sold 4,379 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $976K.
Vanguard Dividend Appreciation ETF made up 0.27% of NewEdge Wealth's portfolio in Q1 2026, its #81 holding.
NewEdge Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
NewEdge Wealth's Vanguard Dividend Appreciation ETF position peaked at $27.3M in Q3 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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