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Newman Dignan & Sheerar Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Newman Dignan & Sheerar 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
Q2 		$1.05M Buy
4,456
+13
+0.3% +$2.98K 0.2% 84
2026
Q1 		$956K Sell
4,443
-77
-2% -$17.2K 0.2% 84
2025
Q4 		$993K Sell
4,520
-24
-0.5% -$5.24K 0.21% 85
2025
Q3 		$981K Sell
4,544
-23
-0.5% -$4.83K 0.21% 84
2025
Q2 		$935K Sell
4,567
-100
-2% -$19.4K 0.21% 83
2025
Q1 		$905K Sell
4,667
-290
-6% -$57.7K 0.25% 81
2024
Q4 		$971K Buy
+4,957
New +$990K 0.25% 85
2024
Q3 		– Sell
-5,091
Closed -$929K – 193
2024
Q2 		$929K Buy
5,091
+45
+0.9% +$8.1K 0.24% 87
2024
Q1 		$921K Buy
5,046
+8
+0.2% +$1.41K 0.25% 90
2023
Q4 		$859K Sell
5,038
-341
-6% -$54.9K 0.26% 90
2023
Q3 		$836K Sell
5,379
-138
-3% -$22.4K 0.27% 85
2023
Q2 		$896K Sell
5,517
-110
-2% -$17.2K 0.28% 84
2023
Q1 		$867K Sell
5,627
-136
-2% -$20.8K 0.28% 85
2022
Q4 		$875K Sell
5,763
-326
-5% -$48.6K 0.29% 83
2022
Q3 		$823 Sell
6,089
-2,047
-25% -$305K 0.13% 83
2022
Q2 		$1.17M Sell
8,136
-1,890
-19% -$288K 0.4% 71
2022
Q1 		$1.63K Sell
10,026
-523
-5% -$84.4K 0.31% 55
2021
Q4 		$1.81M Buy
10,549
+15
+0.1% +$2.47K 0.55% 51
2021
Q3 		$1.62M Sell
10,534
-527
-5% -$84K 0.47% 50
2021
Q2 		$1.71M Sell
11,061
-6
-0.1% -$921 0.58% 49
2021
Q1 		$1.63M Hold
11,067
– – 0.59% 49
2020
Q4 		$1.56K Sell
11,067
-2
-0% -$271 0.25% 50
2020
Q3 		$1.42M Buy
11,069
+372
+3% +$46.8K 0.6% 46
2020
Q2 		$1.32M Buy
10,697
+1,473
+16% +$168K 0.57% 49
2020
Q1 		$1.02M Buy
9,224
+3,588
+64% +$428K 0.53% 48
2019
Q4 		$703 Buy
5,636
+308
+6% +$37.3K 0.08% 82
2019
Q3 		$637K Buy
5,328
+573
+12% +$67.6K 0.3% 79
2019
Q2 		$548 Buy
4,755
+336
+8% +$37.7K 0.01% 92
2019
Q1 		$485K Buy
4,419
+179
+4% +$18.9K 0.19% 96
2018
Q4 		$415 Sell
4,240
-136
-3% -$14.2K 0.04% 104
2018
Q3 		$479K Buy
4,376
+80
+2% +$8.6K 0.21% 106
2018
Q2 		$437 Hold
4,296
– – 0.03% 105
2018
Q1 		$433K Buy
4,296
+13
+0.3% +$1.35K 0.22% 106
2017
Q4 		$437K Buy
4,283
+17
+0.4% +$1.67K 0.22% 111
2017
Q3 		$404K Buy
4,266
+14
+0.3% +$1.31K 0.22% 109
2017
Q2 		$394K Buy
4,252
+33
+0.8% +$3.03K 0.22% 109
2017
Q1 		$379 Hold
4,219
– – 0.17% 105
2016
Q4 		$360K Buy
4,219
+635
+18% +$53.4K 0.22% 107
2016
Q3 		$301K Buy
3,584
+10
+0.3% +$848 0.19% 115
2016
Q2 		$298K Buy
3,574
+72
+2% +$5.88K 0.19% 119
2016
Q1 		$285K Buy
3,502
+180
+5% +$13.8K 0.21% 110
2015
Q4 		$258K Buy
3,322
+200
+6% +$15.6K 0.18% 121
2015
Q3 		$230K Hold
3,122
– – 0.15% 123
2015
Q2 		$245K Sell
3,122
-25
-0.8% -$2.03K 0.18% 131
2015
Q1 		$253K Buy
3,147
+225
+8% +$18.3K 0.18% 125
2014
Q4 		$237 Hold
2,922
– – 0.14% 131
2014
Q3 		$225K Hold
2,922
– – 0.17% 130
2014
Q2 		$228 Hold
2,922
– – 0.13% 134
2014
Q1 		$220K Hold
2,922
– – 0.16% 135
2013
Q4 		$220 Buy
+2,922
New +$213K 0.01% 136

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VIG Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.29% in Q2 2026, buying an estimated $2.98K and bringing the position to 4,456 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #84.

Newman Dignan & Sheerar Inc first reported a position in VIG in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.81M in Q4 2021. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 4,456 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 13 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.98K.
  • Vanguard Dividend Appreciation ETF made up 0.2% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #84 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 50 quarters since.
  • Newman Dignan & Sheerar Inc's Vanguard Dividend Appreciation ETF position peaked at $1.81M in Q4 2021.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.