Next Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Next Capital Management’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	$3.46M	Buy	14,624 +7	+0%	+$1.61K	0.93%	27
2026 Q1	$3.14M	Buy	14,617 +1,257	+9%	+$280K	0.95%	25
2025 Q4	$2.94M	Buy	13,360 +11	+0.1%	+$2.4K	0.94%	25
2025 Q3	$2.88M	Buy	13,349 +7	+0.1%	+$1.47K	0.96%	24
2025 Q2	$2.73M	Hold	13,342	–	–	1.01%	25
2025 Q1	$2.59M	Sell	13,342 -1,957	-13%	-$389K	1.24%	21
2024 Q4	$3M	Buy	15,299 +2	+0%	+$399	1.21%	24
2024 Q3	$3.03M	Buy	15,297 +14,082	+1,159%	+$2.68M	1.24%	21
2024 Q2	$222K	Sell	1,215 -1,727	-59%	-$311K	0.09%	125
2024 Q1	$537K	Hold	2,942	–	–	0.22%	79
2023 Q4	$501K	Buy	+2,942	New	+$473K	0.21%	75
2019 Q4	–	Sell	-2,654	Closed	-$317K	–	213
2019 Q3	$317K	Buy	2,654 +38	+1%	+$4.48K	0.21%	61
2019 Q2	$301K	Buy	2,616 +522	+25%	+$58.6K	0.2%	67
2019 Q1	$230K	Buy	+2,094	New	+$221K	0.19%	74

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Next Capital Management's VIG Position: Q2 2026 in Review

Next Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $1.61K and bringing the position to 14,624 shares worth $3.46M. The position accounts for 0.93% of the portfolio, ranked #27.

Next Capital Management first reported a position in VIG in Q1 2019 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Next Capital Management held 14,624 shares of Vanguard Dividend Appreciation ETF worth $3.46M as of Q2 2026.
Next Capital Management bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
Vanguard Dividend Appreciation ETF made up 0.93% of Next Capital Management's portfolio in Q2 2026, its #27 holding.
Next Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.