Newton One Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Newton One Investments’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	$151K	Buy	640 +3	+0.5%	+$689	0.04%	46
2026 Q1	$137K	Buy	637 +2	+0.3%	+$446	0.04%	47
2025 Q4	$140K	Buy	635 +5	+0.8%	+$1.09K	0.04%	47
2025 Q3	$136K	Buy	630 +3	+0.5%	+$630	0.04%	47
2025 Q2	$128K	Hold	627	–	–	0.04%	51
2025 Q1	$122K	Buy	627 +3	+0.5%	+$597	0.04%	51
2024 Q4	$122K	Buy	+624	New	+$125K	0.05%	50
2024 Q3	–	Sell	-616	Closed	-$112K	–	104
2024 Q2	$112K	Hold	616	–	–	0.05%	51
2024 Q1	$112K	Buy	616 +3	+0.5%	+$527	0.05%	53
2023 Q4	$104K	Buy	613 +6	+1%	+$965	0.05%	55
2023 Q3	$94.3K	Buy	607 +3	+0.5%	+$486	0.06%	55
2023 Q2	$98.1K	Hold	604	–	–	0.06%	57
2023 Q1	$93K	Buy	604 +3	+0.5%	+$460	0.06%	57
2022 Q4	$91.3K	Hold	601	–	–	0.06%	54
2022 Q3	$81K	Hold	601	–	–	0.06%	55
2022 Q2	$86K	Hold	601	–	–	0.06%	57
2022 Q1	$97K	Hold	601	–	–	0.07%	55
2021 Q4	$103K	Buy	601 +3	+0.5%	+$494	0.07%	55
2021 Q3	$92K	Buy	598 +2	+0.3%	+$319	0.07%	57
2021 Q2	$92K	Buy	596 +3	+0.5%	+$460	0.07%	57
2021 Q1	$87K	Buy	593 +2	+0.3%	+$285	0.08%	41
2020 Q4	$83K	Buy	+591	New	+$80.1K	0.08%	39

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Newton One Investments's VIG Position: Q2 2026 in Review

Newton One Investments increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.47% in Q2 2026, buying an estimated $689 and bringing the position to 640 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #46.

Newton One Investments first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. 1,965 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Newton One Investments held 640 shares of Vanguard Dividend Appreciation ETF worth $151K as of Q2 2026.
Newton One Investments bought 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.04% of Newton One Investments's portfolio in Q2 2026, its #46 holding.
Newton One Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
1,965 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.